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 | $59,504 | $54,541+9.1% | $78,778-24.5% | $70,131-15.2% |
| Participation rate | 69.6% | 60.8%+8.8pp | 69.2%+0.4pp | 69.5%0pp |
| Annual return | 14.82% | 21.07%-6.2pp | 35.62%-20.8pp | 73.14%-58.3pp |
| Employer contribution / active EE | $347 | $1,089-68.1% | $1,986-82.5% | $2,342-85.2% |
| Participant deferral / active EE | $4,429 | $2,210+100.4% | $2,958+49.7% | $3,332+32.9% |
| Admin fee / account holder | $3,727 | $3,709+0.5% | $5,134-27.4% | $4,645-19.8% |