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 | $82,221 | $78,672+4.5% | $109,143-24.7% | $85,850-4.2% |
| Participation rate | 63.2% | 68.3%-5.0pp | 75.9%-12.6pp | 69.3%-6.1pp |
| Annual return | 14.80% | 25.09%-10.3pp | 25.75%-10.9pp | 318.53%-303.7pp |
| Employer contribution / active EE | $1,880 | $2,735-31.3% | $3,722-49.5% | $2,565-26.7% |
| Participant deferral / active EE | $3,188 | $3,467-8.1% | $4,653-31.5% | $3,952-19.3% |
| Admin fee / account holder | $7,062 | $5,469+29.1% | $6,752+4.6% | $6,260+12.8% |