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 | $91,131 | $50,958+78.8% | $74,550+22.2% | $64,186+42.0% |
| Participation rate | 63.6% | 61.1%+2.6pp | 69.1%-5.5pp | 69.6%-5.9pp |
| Annual return | 8.29% | -1.86%+10.1pp | 32.53%-24.2pp | 7.63%+0.7pp |
| Employer contribution / active EE | $256 | $1,115-77.1% | $1,961-87.0% | $2,381-89.3% |
| Participant deferral / active EE | $2,018 | $2,301-12.3% | $3,108-35.1% | $3,470-41.8% |
| Admin fee / account holder | $3,238 | $4,223-23.3% | $5,060-36.0% | $4,888-33.8% |