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 | $55,412 | $59,097-6.2% | $82,389-32.7% | $74,304-25.4% |
| Participation rate | 55.4% | 52.8%+2.6pp | 69.5%-14.2pp | 60.3%-5.0pp |
| Annual return | 18.31% | 22.85%-4.5pp | 28.67%-10.4pp | 29.43%-11.1pp |
| Employer contribution / active EE | $2,002 | $1,601+25.0% | $2,517-20.5% | $2,241-10.7% |
| Participant deferral / active EE | $3,058 | $2,775+10.2% | $4,155-26.4% | $3,767-18.8% |
| Admin fee / account holder | $3,838 | $4,489-14.5% | $7,231-46.9% | $2,969+29.3% |