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 | $73,366 | $39,019+88.0% | $80,716-9.1% | $85,850-14.5% |
| Participation rate | 46.9% | 41.5%+5.4pp | 54.2%-7.2pp | 69.3%-22.4pp |
| Annual return | 16.05% | 26.27%-10.2pp | 87.28%-71.2pp | 318.53%-302.5pp |
| Employer contribution / active EE | $754 | $722+4.4% | $1,160-35.0% | $2,565-70.6% |
| Participant deferral / active EE | $1,525 | $1,326+15.0% | $2,146-28.9% | $3,952-61.4% |
| Admin fee / account holder | $860 | $2,431-64.6% | $3,380-74.6% | $6,260-86.3% |