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 | $61,825 | $60,022+3.0% | $88,946-30.5% | $84,808-27.1% |
| Participation rate | 27.3% | 57.8%-30.6pp | 68.8%-41.6pp | 68.3%-41.0pp |
| Annual return | 15.60% | 22.43%-6.8pp | 57.82%-42.2pp | 40.90%-25.3pp |
| Employer contribution / active EE | $945 | $1,703-44.5% | $2,555-63.0% | $2,631-64.1% |
| Participant deferral / active EE | $1,513 | $3,114-51.4% | $4,581-67.0% | $4,212-64.1% |
| Admin fee / account holder | $344 | $4,811-92.8% | $8,261-95.8% | $7,344-95.3% |