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 | $45,993 | $99,341-53.7% | $84,750-45.7% | $273,961-83.2% |
| Participation rate | 58.8% | 80.7%-21.9pp | 76.6%-17.8pp | 83.0%-24.2pp |
| Annual return | 7.31% | 22.93%-15.6pp | 22.78%-15.5pp | 41.45%-34.1pp |
| Employer contribution / active EE | $1,260 | $4,214-70.1% | $3,574-64.7% | $4,869-74.1% |
| Participant deferral / active EE | $4,630 | $4,269+8.5% | $3,712+24.8% | $5,287-12.4% |
| Admin fee / account holder | $3,180 | $6,644-52.1% | $5,332-40.4% | $10,132-68.6% |