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 | $94,029 | $148,978-36.9% | $200,582-53.1% | $84,808+10.9% |
| Participation rate | 68.4% | 84.2%-15.8pp | 86.9%-18.5pp | 68.3%+0.1pp |
| Annual return | 18.14% | 28.16%-10.0pp | 42.33%-24.2pp | 40.90%-22.8pp |
| Employer contribution / active EE | $2,669 | $4,815-44.6% | $6,419-58.4% | $2,631+1.4% |
| Participant deferral / active EE | $4,725 | $7,142-33.8% | $9,331-49.4% | $4,212+12.2% |
| Admin fee / account holder | $1,307 | $13,977-90.6% | $16,305-92.0% | $7,344-82.2% |