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 | $88,724 | $94,625-6.2% | $116,228-23.7% | $84,808+4.6% |
| Participation rate | 60.0% | 70.4%-10.4pp | 74.6%-14.6pp | 68.3%-8.3pp |
| Annual return | 15.53% | 20.40%-4.9pp | 90.06%-74.5pp | 40.90%-25.4pp |
| Employer contribution / active EE | $2,574 | $2,347+9.7% | $2,994-14.0% | $2,631-2.2% |
| Participant deferral / active EE | $5,076 | $3,972+27.8% | $4,953+2.5% | $4,212+20.5% |
| Admin fee / account holder | $15,223 | $10,091+50.9% | $11,989+27.0% | $7,344+107.3% |