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 | $59,673 | $109,881-45.7% | $150,045-60.2% | $84,808-29.6% |
| Participation rate | 64.2% | 76.1%-11.9pp | 82.3%-18.1pp | 68.3%-4.1pp |
| Annual return | 17.36% | 28.25%-10.9pp | 62.55%-45.2pp | 40.90%-23.5pp |
| Employer contribution / active EE | $1,566 | $3,561-56.0% | $4,693-66.6% | $2,631-40.5% |
| Participant deferral / active EE | $7,678 | $6,636+15.7% | $7,997-4.0% | $4,212+82.3% |
| Admin fee / account holder | $15,245 | $8,568+77.9% | $13,435+13.5% | $7,344+107.6% |