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 | $85,304 | $76,552+11.4% | $123,892-31.1% | $62,891+35.6% |
| Participation rate | 55.9% | 73.0%-17.1pp | 81.4%-25.5pp | 69.3%-13.4pp |
| Annual return | 11.70% | 18.68%-7.0pp | 47.52%-35.8pp | 20.14%-8.4pp |
| Employer contribution / active EE | $2,300 | $2,883-20.2% | $4,617-50.2% | $2,281+0.9% |
| Participant deferral / active EE | $7,599 | $4,840+57.0% | $5,984+27.0% | $3,203+137.3% |
| Admin fee / account holder | $9,743 | $4,826+101.9% | $8,357+16.6% | $4,296+126.8% |