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 | $117,521 | $71,050+65.4% | $93,606+25.5% | $80,856+45.3% |
| Participation rate | 45.2% | 60.4%-15.2pp | 68.7%-23.6pp | 67.6%-22.5pp |
| Annual return | 14.85% | 11.26%+3.6pp | 133.20%-118.4pp | 35.59%-20.7pp |
| Employer contribution / active EE | $455 | $1,564-70.9% | $2,420-81.2% | $2,755-83.5% |
| Participant deferral / active EE | $1,984 | $4,034-50.8% | $4,411-55.0% | $4,296-53.8% |
| Admin fee / account holder | $9,114 | $6,945+31.2% | $8,285+10.0% | $6,918+31.7% |