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 | $54,076 | $58,512-7.6% | $84,015-35.6% | $72,985-25.9% |
| Participation rate | 41.3% | 61.2%-19.9pp | 69.0%-27.7pp | 69.5%-28.2pp |
| Annual return | 23.65% | 28.93%-5.3pp | 71.31%-47.7pp | 81.00%-57.4pp |
| Employer contribution / active EE | $330 | $1,163-71.6% | $1,983-83.4% | $2,440-86.5% |
| Participant deferral / active EE | $2,436 | $2,394+1.8% | $3,239-24.8% | $3,607-32.5% |
| Admin fee / account holder | $3,147 | $4,569-31.1% | $6,101-48.4% | $5,124-38.6% |