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 | $110,960 | $58,512+89.6% | $84,015+32.1% | $72,985+52.0% |
| Participation rate | 66.7% | 61.2%+5.4pp | 69.0%-2.3pp | 69.5%-2.8pp |
| Annual return | 21.71% | 28.93%-7.2pp | 71.31%-49.6pp | 81.00%-59.3pp |
| Employer contribution / active EE | $4,684 | $1,163+302.8% | $1,983+136.2% | $2,440+92.0% |
| Participant deferral / active EE | $7,077 | $2,394+195.6% | $3,239+118.5% | $3,607+96.2% |
| Admin fee / account holder | $2,001 | $4,569-56.2% | $6,101-67.2% | $5,124-61.0% |