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 | $80,464 | $60,892+32.1% | $82,389-2.3% | $84,808-5.1% |
| Participation rate | 65.2% | 63.3%+1.9pp | 69.5%-4.4pp | 68.3%-3.1pp |
| Annual return | 13.67% | 37.29%-23.6pp | 28.67%-15.0pp | 40.90%-27.2pp |
| Employer contribution / active EE | $2,277 | $1,779+28.0% | $2,517-9.5% | $2,631-13.4% |
| Participant deferral / active EE | $3,132 | $3,179-1.5% | $4,155-24.6% | $4,212-25.6% |
| Admin fee / account holder | $5,817 | $5,467+6.4% | $7,231-19.6% | $7,344-20.8% |