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 | $76,758 | $60,892+26.1% | $82,389-6.8% | $84,808-9.5% |
| Participation rate | 62.5% | 63.3%-0.8pp | 69.5%-7.0pp | 68.3%-5.8pp |
| Annual return | 15.89% | 37.29%-21.4pp | 28.67%-12.8pp | 40.90%-25.0pp |
| Employer contribution / active EE | $1,881 | $1,779+5.7% | $2,517-25.3% | $2,631-28.5% |
| Participant deferral / active EE | $4,030 | $3,179+26.8% | $4,155-3.0% | $4,212-4.3% |
| Admin fee / account holder | $5,150 | $5,467-5.8% | $7,231-28.8% | $7,344-29.9% |