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 | $75,092 | $111,754-32.8% | $103,333-27.3% | $145,922-48.5% |
| Participation rate | 44.4% | 77.9%-33.5pp | 74.5%-30.1pp | 80.3%-35.8pp |
| Annual return | 10.82% | 24.77%-13.9pp | 24.88%-14.1pp | 561.29%-550.5pp |
| Employer contribution / active EE | $1,242 | $4,212-70.5% | $3,868-67.9% | $4,660-73.4% |
| Participant deferral / active EE | $3,897 | $5,619-30.6% | $5,057-23.0% | $6,688-41.7% |
| Admin fee / account holder | $10,952 | $9,750+12.3% | $8,355+31.1% | $13,397-18.2% |