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 | $71,354 | $58,523+21.9% | $99,443-28.2% | $72,985-2.2% |
| Participation rate | 65.9% | 64.6%+1.3pp | 73.8%-7.9pp | 69.5%-3.6pp |
| Annual return | 22.08% | 28.51%-6.4pp | 30.72%-8.6pp | 81.00%-58.9pp |
| Employer contribution / active EE | $2,120 | $1,512+40.2% | $2,540-16.5% | $2,440-13.1% |
| Participant deferral / active EE | $3,745 | $2,606+43.7% | $3,619+3.5% | $3,607+3.8% |
| Admin fee / account holder | $1,229 | $4,102-70.0% | $6,250-80.3% | $5,124-76.0% |