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 | $57,372 | $56,317+1.9% | $71,209-19.4% | $74,304-22.8% |
| Participation rate | 41.6% | 55.1%-13.6pp | 73.8%-32.2pp | 60.3%-18.8pp |
| Annual return | 13.14% | 42.83%-29.7pp | 282.51%-269.4pp | 29.43%-16.3pp |
| Employer contribution / active EE | $911 | $2,160-57.8% | $2,721-66.5% | $2,241-59.4% |
| Participant deferral / active EE | $1,649 | $2,788-40.9% | $4,175-60.5% | $3,767-56.2% |
| Admin fee / account holder | $2,307 | $2,290+0.8% | $5,349-56.9% | $2,969-22.3% |