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 | $87,310 | $57,828+51.0% | $117,039-25.4% | $70,131+24.5% |
| Participation rate | 43.0% | 67.1%-24.1pp | 77.2%-34.2pp | 69.5%-26.5pp |
| Annual return | 12.03% | 17.55%-5.5pp | 18.95%-6.9pp | 73.14%-61.1pp |
| Employer contribution / active EE | $1,045 | $1,816-42.5% | $3,785-72.4% | $2,342-55.4% |
| Participant deferral / active EE | $1,956 | $2,438-19.7% | $3,929-50.2% | $3,332-41.3% |
| Admin fee / account holder | $7,966 | $3,548+124.5% | $5,974+33.3% | $4,645+71.5% |