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 | $89,117 | $68,719+29.7% | $91,541-2.6% | $84,808+5.1% |
| Participation rate | 67.4% | 64.5%+2.9pp | 69.8%-2.4pp | 68.3%-0.9pp |
| Annual return | 15.43% | 19.12%-3.7pp | 20.50%-5.1pp | 40.90%-25.5pp |
| Employer contribution / active EE | $2,175 | $1,920+13.3% | $2,505-13.2% | $2,631-17.3% |
| Participant deferral / active EE | $3,377 | $3,136+7.7% | $4,008-15.7% | $4,212-19.8% |
| Admin fee / account holder | $3,962 | $5,786-31.5% | $6,956-43.0% | $7,344-46.1% |