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 | $82,665 | $72,492+14.0% | $87,100-5.1% | $72,985+13.3% |
| Participation rate | 56.1% | 72.8%-16.7pp | 76.9%-20.8pp | 69.5%-13.4pp |
| Annual return | 19.75% | 24.46%-4.7pp | 28.19%-8.4pp | 81.00%-61.3pp |
| Employer contribution / active EE | $1,422 | $1,894-24.9% | $2,521-43.6% | $2,440-41.7% |
| Participant deferral / active EE | $2,859 | $3,270-12.6% | $4,049-29.4% | $3,607-20.7% |
| Admin fee / account holder | $1,347 | $5,055-73.4% | $7,497-82.0% | $5,124-73.7% |