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 | $71,030 | $68,547+3.6% | $120,354-41.0% | $80,856-12.2% |
| Participation rate | 65.6% | 61.6%+4.0pp | 71.9%-6.3pp | 67.6%-2.1pp |
| Annual return | 13.06% | 23.60%-10.5pp | 107.15%-94.1pp | 35.59%-22.5pp |
| Employer contribution / active EE | $761 | $2,051-62.9% | $3,463-78.0% | $2,755-72.4% |
| Participant deferral / active EE | $3,132 | $3,173-1.3% | $4,991-37.2% | $4,296-27.1% |
| Admin fee / account holder | $17,540 | $5,732+206.0% | $9,423+86.1% | $6,918+153.5% |