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 | $77,708 | $94,625-17.9% | $116,228-33.1% | $84,808-8.4% |
| Participation rate | 54.1% | 70.4%-16.4pp | 74.6%-20.5pp | 68.3%-14.3pp |
| Annual return | 15.26% | 20.40%-5.1pp | 90.06%-74.8pp | 40.90%-25.6pp |
| Employer contribution / active EE | $2,713 | $2,347+15.6% | $2,994-9.4% | $2,631+3.1% |
| Participant deferral / active EE | $3,396 | $3,972-14.5% | $4,953-31.4% | $4,212-19.4% |
| Admin fee / account holder | $19,115 | $10,091+89.4% | $11,989+59.4% | $7,344+160.3% |