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 | $106,145 | $60,022+76.8% | $88,946+19.3% | $84,808+25.2% |
| Participation rate | 64.9% | 57.8%+7.1pp | 68.8%-3.9pp | 68.3%-3.4pp |
| Annual return | 17.63% | 22.43%-4.8pp | 57.82%-40.2pp | 40.90%-23.3pp |
| Employer contribution / active EE | $1,276 | $1,703-25.1% | $2,555-50.1% | $2,631-51.5% |
| Participant deferral / active EE | $5,883 | $3,114+88.9% | $4,581+28.4% | $4,212+39.7% |
| Admin fee / account holder | $2,402 | $4,811-50.1% | $8,261-70.9% | $7,344-67.3% |