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 | $61,271 | $53,127+15.3% | $86,590-29.2% | $70,131-12.6% |
| Participation rate | 66.7% | 65.3%+1.4pp | 73.5%-6.9pp | 69.5%-2.9pp |
| Annual return | 14.41% | 27.66%-13.3pp | 964.84%-950.4pp | 73.14%-58.7pp |
| Employer contribution / active EE | $1,119 | $2,068-45.9% | $2,839-60.6% | $2,342-52.2% |
| Participant deferral / active EE | $4,681 | $2,696+73.6% | $3,609+29.7% | $3,332+40.5% |
| Admin fee / account holder | $8,315 | $3,585+131.9% | $4,906+69.5% | $4,645+79.0% |