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 | $70,291 | $60,022+17.1% | $88,946-21.0% | $84,808-17.1% |
| Participation rate | 51.4% | 57.8%-6.4pp | 68.8%-17.4pp | 68.3%-16.9pp |
| Annual return | 20.66% | 22.43%-1.8pp | 57.82%-37.2pp | 40.90%-20.2pp |
| Employer contribution / active EE | $2,444 | $1,703+43.5% | $2,555-4.3% | $2,631-7.1% |
| Participant deferral / active EE | $4,939 | $3,114+58.6% | $4,581+7.8% | $4,212+17.3% |
| Admin fee / account holder | $19,138 | $4,811+297.8% | $8,261+131.7% | $7,344+160.6% |