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 | $64,875 | $49,915+30.0% | $154,803-58.1% | $74,304-12.7% |
| Participation rate | 20.2% | 54.0%-33.8pp | 78.1%-57.9pp | 60.3%-40.2pp |
| Annual return | 16.38% | 34.06%-17.7pp | 58.88%-42.5pp | 29.43%-13.0pp |
| Employer contribution / active EE | $496 | $1,611-69.2% | $4,305-88.5% | $2,241-77.9% |
| Participant deferral / active EE | $690 | $2,255-69.4% | $5,540-87.5% | $3,767-81.7% |
| Admin fee / account holder | $2,232 | $2,189+2.0% | $14,329-84.4% | $2,969-24.8% |