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 | $75,088 | $51,576+45.6% | $129,207-41.9% | $80,856-7.1% |
| Participation rate | 67.9% | 57.0%+10.9pp | 69.6%-1.8pp | 67.6%+0.2pp |
| Annual return | 15.63% | 20.81%-5.2pp | 9417.33%-9401.7pp | 35.59%-20.0pp |
| Employer contribution / active EE | $2,456 | $1,584+55.0% | $4,153-40.9% | $2,755-10.9% |
| Participant deferral / active EE | $6,655 | $2,669+149.4% | $4,168+59.7% | $4,296+54.9% |
| Admin fee / account holder | $1,004 | $4,305-76.7% | $7,715-87.0% | $6,918-85.5% |