See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,084 | $60,165+49.7% | $74,183+21.4% | $55,167+63.3% |
| Participation rate | 58.9% | 74.2%-15.2pp | 76.6%-17.7pp | 69.0%-10.1pp |
| Annual return | 8.49% | 10.00%-1.5pp | 17.74%-9.2pp | 169.23%-160.7pp |
| Employer contribution / active EE | $831 | $1,600-48.1% | $2,370-64.9% | $1,963-57.7% |
| Participant deferral / active EE | $2,882 | $2,973-3.1% | $3,550-18.8% | $3,054-5.6% |
| Admin fee / account holder | $4,011 | $419+856.6% | $5,586-28.2% | $504+696.0% |