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 | $54,057 | $77,899-30.6% | $149,673-63.9% | $75,163-28.1% |
| Participation rate | 44.6% | 65.6%-21.0pp | 78.8%-34.2pp | 67.2%-22.6pp |
| Annual return | 19.78% | 31.72%-11.9pp | 134.42%-114.6pp | 160.62%-140.8pp |
| Employer contribution / active EE | $526 | $3,137-83.2% | $4,818-89.1% | $2,670-80.3% |
| Participant deferral / active EE | $2,817 | $3,411-17.4% | $5,680-50.4% | $4,125-31.7% |
| Admin fee / account holder | $880 | $5,956-85.2% | $13,210-93.3% | $5,651-84.4% |