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 | $87,242 | $81,460+7.1% | $103,333-15.6% | $80,856+7.9% |
| Participation rate | 43.8% | 66.8%-23.1pp | 74.5%-30.8pp | 67.6%-23.9pp |
| Annual return | 11.92% | 25.55%-13.6pp | 24.88%-13.0pp | 35.59%-23.7pp |
| Employer contribution / active EE | $1,344 | $3,105-56.7% | $3,868-65.3% | $2,755-51.2% |
| Participant deferral / active EE | $3,188 | $3,869-17.6% | $5,057-37.0% | $4,296-25.8% |
| Admin fee / account holder | $15,043 | $6,566+129.1% | $8,355+80.1% | $6,918+117.5% |