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 | $80,926 | $77,899+3.9% | $149,673-45.9% | $75,163+7.7% |
| Participation rate | 51.2% | 65.6%-14.4pp | 78.8%-27.5pp | 67.2%-16.0pp |
| Annual return | 15.92% | 31.72%-15.8pp | 134.42%-118.5pp | 160.62%-144.7pp |
| Employer contribution / active EE | $807 | $3,137-74.3% | $4,818-83.3% | $2,670-69.8% |
| Participant deferral / active EE | $3,733 | $3,411+9.4% | $5,680-34.3% | $4,125-9.5% |
| Admin fee / account holder | $3,502 | $5,956-41.2% | $13,210-73.5% | $5,651-38.0% |