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 | $92,890 | $63,299+46.7% | $91,001+2.1% | $62,292+49.1% |
| Participation rate | 65.0% | 73.3%-8.4pp | 75.6%-10.6pp | 69.5%-4.6pp |
| Annual return | 16.53% | 20.99%-4.5pp | 4.60%+11.9pp | 28.90%-12.4pp |
| Employer contribution / active EE | $611 | $1,807-66.2% | $2,456-75.1% | $2,042-70.1% |
| Participant deferral / active EE | $2,050 | $2,943-30.3% | $3,547-42.2% | $3,169-35.3% |
| Admin fee / account holder | $1,663 | $468+255.6% | $5,417-69.3% | $479+246.9% |