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 | $72,184 | $91,552-21.2% | $133,956-46.1% | $79,858-9.6% |
| Participation rate | 69.9% | 73.3%-3.5pp | 79.8%-9.9pp | 69.6%+0.3pp |
| Annual return | 16.31% | 61.85%-45.5pp | 45.09%-28.8pp | 31.71%-15.4pp |
| Employer contribution / active EE | $2,318 | $2,384-2.7% | $3,919-40.8% | $2,471-6.2% |
| Participant deferral / active EE | $1,693 | $3,733-54.6% | $5,048-66.4% | $3,740-54.7% |
| Admin fee / account holder | $485 | $6,321-92.3% | $8,927-94.6% | $5,306-90.9% |