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 | $48,280 | $59,839-19.3% | $81,983-41.1% | $79,858-39.5% |
| Participation rate | 66.7% | 61.6%+5.0pp | 69.2%-2.6pp | 69.6%-3.0pp |
| Annual return | 11.19% | 17.56%-6.4pp | 41.31%-30.1pp | 31.71%-20.5pp |
| Employer contribution / active EE | $1,673 | $1,713-2.4% | $2,498-33.0% | $2,471-32.3% |
| Participant deferral / active EE | $2,963 | $2,695+9.9% | $3,722-20.4% | $3,740-20.8% |
| Admin fee / account holder | $7,632 | $4,287+78.0% | $5,664+34.7% | $5,306+43.8% |