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 | $67,383 | $117,983-42.9% | $101,794-33.8% | $142,382-52.7% |
| Participation rate | 53.8% | 74.2%-20.4pp | 69.2%-15.3pp | 80.1%-26.3pp |
| Annual return | 13.48% | 36.92%-23.4pp | 30.53%-17.0pp | 217.08%-203.6pp |
| Employer contribution / active EE | $2,003 | $2,773-27.8% | $2,289-12.5% | $4,299-53.4% |
| Participant deferral / active EE | $3,788 | $4,714-19.6% | $4,084-7.3% | $6,507-41.8% |
| Admin fee / account holder | $2,382 | $10,433-77.2% | $8,777-72.9% | $12,624-81.1% |