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 | $71,998 | $52,279+37.7% | $89,391-19.5% | $79,858-9.8% |
| Participation rate | 56.0% | 57.5%-1.5pp | 68.0%-12.0pp | 69.6%-13.6pp |
| Annual return | 21.46% | 22.16%-0.7pp | 245.62%-224.2pp | 31.71%-10.3pp |
| Employer contribution / active EE | $0 | $1,572-100.0% | $2,586-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,011 | $2,740-26.6% | $3,890-48.3% | $3,740-46.2% |
| Admin fee / account holder | $506 | $3,356-84.9% | $4,881-89.6% | $5,306-90.5% |