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 | $128,102 | $65,041+97.0% | $90,951+40.8% | $79,858+60.4% |
| Participation rate | 64.4% | 61.6%+2.8pp | 69.0%-4.6pp | 69.6%-5.2pp |
| Annual return | 18.59% | 30.45%-11.9pp | 134.60%-116.0pp | 31.71%-13.1pp |
| Employer contribution / active EE | $633 | $1,247-49.3% | $2,122-70.2% | $2,471-74.4% |
| Participant deferral / active EE | $3,036 | $2,512+20.9% | $3,373-10.0% | $3,740-18.8% |
| Admin fee / account holder | $4,718 | $4,536+4.0% | $5,959-20.8% | $5,306-11.1% |