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 | $73,110 | $71,050+2.9% | $93,606-21.9% | $80,856-9.6% |
| Participation rate | 62.8% | 60.4%+2.4pp | 68.7%-5.9pp | 67.6%-4.8pp |
| Annual return | 15.96% | 11.26%+4.7pp | 133.20%-117.2pp | 35.59%-19.6pp |
| Employer contribution / active EE | $1,581 | $1,564+1.1% | $2,420-34.7% | $2,755-42.6% |
| Participant deferral / active EE | $3,773 | $4,034-6.5% | $4,411-14.5% | $4,296-12.2% |
| Admin fee / account holder | $3,318 | $6,945-52.2% | $8,285-60.0% | $6,918-52.0% |