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 | $71,732 | $64,480+11.2% | $81,382-11.9% | $80,856-11.3% |
| Participation rate | 36.7% | 63.9%-27.2pp | 69.5%-32.8pp | 67.6%-31.0pp |
| Annual return | 14.06% | 16.34%-2.3pp | 24.73%-10.7pp | 35.59%-21.5pp |
| Employer contribution / active EE | $0 | $1,978-100.0% | $2,463-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $1,356 | $3,094-56.2% | $3,883-65.1% | $4,296-68.4% |
| Admin fee / account holder | $4,106 | $5,671-27.6% | $5,768-28.8% | $6,918-40.6% |