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 | $96,950 | $95,803+1.2% | $113,168-14.3% | $84,808+14.3% |
| Participation rate | 49.4% | 72.9%-23.5pp | 76.6%-27.2pp | 68.3%-18.9pp |
| Annual return | 13.46% | 25.00%-11.5pp | 24.27%-10.8pp | 40.90%-27.4pp |
| Employer contribution / active EE | $2,215 | $2,360-6.2% | $2,975-25.6% | $2,631-15.8% |
| Participant deferral / active EE | $3,547 | $4,242-16.4% | $5,107-30.5% | $4,212-15.8% |
| Admin fee / account holder | $19,879 | $8,989+121.2% | $12,068+64.7% | $7,344+170.7% |