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 | $86,779 | $101,724-14.7% | $164,813-47.3% | $80,856+7.3% |
| Participation rate | 69.4% | 71.8%-2.4pp | 78.6%-9.2pp | 67.6%+1.8pp |
| Annual return | 11.55% | 16.72%-5.2pp | 69.93%-58.4pp | 35.59%-24.0pp |
| Employer contribution / active EE | $945 | $2,953-68.0% | $4,341-78.2% | $2,755-65.7% |
| Participant deferral / active EE | $2,215 | $4,477-50.5% | $6,031-63.3% | $4,296-48.4% |
| Admin fee / account holder | $3,004 | $8,227-63.5% | $12,690-76.3% | $6,918-56.6% |