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 | $60,939 | $54,705+11.4% | $71,209-14.4% | $84,808-28.1% |
| Participation rate | 63.6% | 64.1%-0.4pp | 73.8%-10.1pp | 68.3%-4.7pp |
| Annual return | 14.13% | 35.90%-21.8pp | 282.51%-268.4pp | 40.90%-26.8pp |
| Employer contribution / active EE | $1,399 | $2,158-35.2% | $2,721-48.6% | $2,631-46.8% |
| Participant deferral / active EE | $3,210 | $3,030+5.9% | $4,175-23.1% | $4,212-23.8% |
| Admin fee / account holder | $2,404 | $4,863-50.6% | $5,349-55.1% | $7,344-67.3% |