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 | $92,023 | $79,944+15.1% | $98,439-6.5% | $75,163+22.4% |
| Participation rate | 63.9% | 70.4%-6.4pp | 75.2%-11.2pp | 67.2%-3.3pp |
| Annual return | 14.76% | 19.75%-5.0pp | 21.16%-6.4pp | 160.62%-145.9pp |
| Employer contribution / active EE | $669 | $2,264-70.5% | $3,048-78.1% | $2,670-75.0% |
| Participant deferral / active EE | $3,176 | $3,752-15.4% | $4,738-33.0% | $4,125-23.0% |
| Admin fee / account holder | $2,288 | $6,840-66.5% | $8,948-74.4% | $5,651-59.5% |