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 | $90,580 | $35,183+157.5% | $73,545+23.2% | $70,131+29.2% |
| Participation rate | 35.0% | 42.9%-7.9pp | 54.9%-19.9pp | 69.5%-34.5pp |
| Annual return | 16.78% | 26.90%-10.1pp | -15.16%+31.9pp | 73.14%-56.4pp |
| Employer contribution / active EE | $612 | $709-13.7% | $1,219-49.8% | $2,342-73.9% |
| Participant deferral / active EE | $1,298 | $1,220+6.4% | $1,806-28.1% | $3,332-61.0% |
| Admin fee / account holder | $911 | $2,302-60.4% | $2,320-60.7% | $4,645-80.4% |