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 | $63,834 | $78,422-18.6% | $95,952-33.5% | $79,858-20.1% |
| Participation rate | 65.4% | 73.5%-8.1pp | 77.1%-11.7pp | 69.6%-4.2pp |
| Annual return | 14.60% | 19.37%-4.8pp | 91.61%-77.0pp | 31.71%-17.1pp |
| Employer contribution / active EE | $702 | $1,945-63.9% | $2,541-72.4% | $2,471-71.6% |
| Participant deferral / active EE | $1,852 | $3,440-46.1% | $4,167-55.5% | $3,740-50.5% |
| Admin fee / account holder | $7,640 | $5,622+35.9% | $6,795+12.4% | $5,306+44.0% |