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 | $94,384 | $96,484-2.2% | $156,263-39.6% | $74,304+27.0% |
| Participation rate | 55.0% | 67.7%-12.6pp | 78.9%-23.9pp | 60.3%-5.3pp |
| Annual return | 30.16% | 17.73%+12.4pp | 59.47%-29.3pp | 29.43%+0.7pp |
| Employer contribution / active EE | $752 | $2,528-70.2% | $4,333-82.6% | $2,241-66.4% |
| Participant deferral / active EE | $2,790 | $4,286-34.9% | $6,158-54.7% | $3,767-25.9% |
| Admin fee / account holder | $1,272 | $3,728-65.9% | $14,255-91.1% | $2,969-57.2% |