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 | $49,979 | $65,041-23.2% | $90,951-45.0% | $79,858-37.4% |
| Participation rate | 62.8% | 61.6%+1.2pp | 69.0%-6.2pp | 69.6%-6.8pp |
| Annual return | 11.90% | 30.45%-18.5pp | 134.60%-122.7pp | 31.71%-19.8pp |
| Employer contribution / active EE | $1,366 | $1,247+9.5% | $2,122-35.6% | $2,471-44.7% |
| Participant deferral / active EE | $2,570 | $2,512+2.3% | $3,373-23.8% | $3,740-31.3% |
| Admin fee / account holder | $6,145 | $4,536+35.5% | $5,959+3.1% | $5,306+15.8% |