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 | $86,865 | $91,552-5.1% | $133,956-35.2% | $79,858+8.8% |
| Participation rate | 67.7% | 73.3%-5.6pp | 79.8%-12.1pp | 69.6%-1.9pp |
| Annual return | 35.41% | 61.85%-26.4pp | 45.09%-9.7pp | 31.71%+3.7pp |
| Employer contribution / active EE | $2,098 | $2,384-12.0% | $3,919-46.5% | $2,471-15.1% |
| Participant deferral / active EE | $4,135 | $3,733+10.8% | $5,048-18.1% | $3,740+10.6% |
| Admin fee / account holder | $4,305 | $6,321-31.9% | $8,927-51.8% | $5,306-18.9% |