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 | $66,024 | $59,839+10.3% | $81,983-19.5% | $79,858-17.3% |
| Participation rate | 62.1% | 61.6%+0.5pp | 69.2%-7.2pp | 69.6%-7.6pp |
| Annual return | 12.29% | 17.56%-5.3pp | 41.31%-29.0pp | 31.71%-19.4pp |
| Employer contribution / active EE | $2,341 | $1,713+36.6% | $2,498-6.3% | $2,471-5.3% |
| Participant deferral / active EE | $5,562 | $2,695+106.4% | $3,722+49.4% | $3,740+48.7% |
| Admin fee / account holder | $458 | $4,287-89.3% | $5,664-91.9% | $5,306-91.4% |