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 | $102,703 | $58,512+75.5% | $84,015+22.2% | $72,985+40.7% |
| Participation rate | 50.5% | 61.2%-10.7pp | 69.0%-18.5pp | 69.5%-18.9pp |
| Annual return | 18.65% | 28.93%-10.3pp | 71.31%-52.7pp | 81.00%-62.4pp |
| Employer contribution / active EE | $868 | $1,163-25.3% | $1,983-56.2% | $2,440-64.4% |
| Participant deferral / active EE | $3,712 | $2,394+55.1% | $3,239+14.6% | $3,607+2.9% |
| Admin fee / account holder | $2,809 | $4,569-38.5% | $6,101-54.0% | $5,124-45.2% |