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 | $72,314 | $53,053+36.3% | $126,539-42.9% | $74,304-2.7% |
| Participation rate | 43.0% | 48.0%-5.0pp | 69.8%-26.8pp | 60.3%-17.4pp |
| Annual return | 17.48% | 29.46%-12.0pp | 425.95%-408.5pp | 29.43%-12.0pp |
| Employer contribution / active EE | $1,258 | $1,168+7.7% | $3,674-65.8% | $2,241-43.9% |
| Participant deferral / active EE | $3,270 | $2,303+42.0% | $4,083-19.9% | $3,767-13.2% |
| Admin fee / account holder | $4,215 | $3,698+14.0% | $6,065-30.5% | $2,969+42.0% |