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 | $40,192 | $49,915-19.5% | $154,803-74.0% | $74,304-45.9% |
| Participation rate | 57.1% | 54.0%+3.2pp | 78.1%-20.9pp | 60.3%-3.2pp |
| Annual return | 17.91% | 34.06%-16.1pp | 58.88%-41.0pp | 29.43%-11.5pp |
| Employer contribution / active EE | $1,490 | $1,611-7.5% | $4,305-65.4% | $2,241-33.5% |
| Participant deferral / active EE | $3,205 | $2,255+42.2% | $5,540-42.1% | $3,767-14.9% |
| Admin fee / account holder | $2,023 | $2,189-7.6% | $14,329-85.9% | $2,969-31.9% |