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 | $78,872 | $68,547+15.1% | $120,354-34.5% | $80,856-2.5% |
| Participation rate | 42.7% | 61.6%-18.9pp | 71.9%-29.2pp | 67.6%-25.0pp |
| Annual return | 15.99% | 23.60%-7.6pp | 107.15%-91.2pp | 35.59%-19.6pp |
| Employer contribution / active EE | $641 | $2,051-68.8% | $3,463-81.5% | $2,755-76.7% |
| Participant deferral / active EE | $2,801 | $3,173-11.7% | $4,991-43.9% | $4,296-34.8% |
| Admin fee / account holder | $5,887 | $5,732+2.7% | $9,423-37.5% | $6,918-14.9% |