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 | $61,597 | $81,460-24.4% | $103,333-40.4% | $80,856-23.8% |
| Participation rate | 57.1% | 66.8%-9.7pp | 74.5%-17.4pp | 67.6%-10.5pp |
| Annual return | 15.00% | 25.55%-10.5pp | 24.88%-9.9pp | 35.59%-20.6pp |
| Employer contribution / active EE | $1,029 | $3,105-66.9% | $3,868-73.4% | $2,755-62.6% |
| Participant deferral / active EE | $2,608 | $3,869-32.6% | $5,057-48.4% | $4,296-39.3% |
| Admin fee / account holder | $733 | $6,566-88.8% | $8,355-91.2% | $6,918-89.4% |