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 | $109,416 | $84,556+29.4% | $116,228-5.9% | $74,304+47.3% |
| Participation rate | 69.1% | 66.0%+3.1pp | 74.6%-5.5pp | 60.3%+8.7pp |
| Annual return | 13.88% | 18.35%-4.5pp | 90.06%-76.2pp | 29.43%-15.5pp |
| Employer contribution / active EE | $1,150 | $2,168-47.0% | $2,994-61.6% | $2,241-48.7% |
| Participant deferral / active EE | $3,724 | $3,814-2.4% | $4,953-24.8% | $3,767-1.2% |
| Admin fee / account holder | $6,086 | $3,792+60.5% | $11,989-49.2% | $2,969+105.0% |