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 | $99,887 | $59,263+68.6% | $96,562+3.4% | $79,386+25.8% |
| Participation rate | 47.2% | 61.9%-14.7pp | 69.8%-22.6pp | 70.7%-23.5pp |
| Annual return | 13.45% | 27.07%-13.6pp | 37.78%-24.3pp | 116.85%-103.4pp |
| Employer contribution / active EE | $408 | $1,216-66.5% | $2,356-82.7% | $2,427-83.2% |
| Participant deferral / active EE | $2,816 | $2,948-4.5% | $3,849-26.8% | $4,046-30.4% |
| Admin fee / account holder | $15,745 | $658+2291.2% | $6,181+154.7% | $626+2413.4% |