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 | $40,103 | $80,717-50.3% | $154,803-74.1% | $84,808-52.7% |
| Participation rate | 51.6% | 66.8%-15.2pp | 78.1%-26.4pp | 68.3%-16.7pp |
| Annual return | 19.02% | 37.96%-18.9pp | 58.88%-39.9pp | 40.90%-21.9pp |
| Employer contribution / active EE | $1,310 | $2,761-52.6% | $4,305-69.6% | $2,631-50.2% |
| Participant deferral / active EE | $2,487 | $3,303-24.7% | $5,540-55.1% | $4,212-40.9% |
| Admin fee / account holder | $2,187 | $6,746-67.6% | $14,329-84.7% | $7,344-70.2% |