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 | $104,149 | $80,717+29.0% | $154,803-32.7% | $84,808+22.8% |
| Participation rate | 56.0% | 66.8%-10.8pp | 78.1%-22.1pp | 68.3%-12.3pp |
| Annual return | 21.24% | 37.96%-16.7pp | 58.88%-37.6pp | 40.90%-19.7pp |
| Employer contribution / active EE | $892 | $2,761-67.7% | $4,305-79.3% | $2,631-66.1% |
| Participant deferral / active EE | $3,835 | $3,303+16.1% | $5,540-30.8% | $4,212-8.9% |
| Admin fee / account holder | $1,637 | $6,746-75.7% | $14,329-88.6% | $7,344-77.7% |