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 | $46,124 | $32,037+44.0% | $69,182-33.3% | $62,891-26.7% |
| Participation rate | 19.2% | 43.4%-24.2pp | 55.1%-35.9pp | 69.3%-50.1pp |
| Annual return | 12.06% | 15.16%-3.1pp | -21.93%+34.0pp | 20.14%-8.1pp |
| Employer contribution / active EE | $562 | $679-17.2% | $1,206-53.4% | $2,281-75.4% |
| Participant deferral / active EE | $1,765 | $1,185+48.9% | $1,897-6.9% | $3,203-44.9% |
| Admin fee / account holder | $2,774 | $2,608+6.4% | $2,697+2.9% | $4,296-35.4% |