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 | $61,276 | $78,485-21.9% | $106,213-42.3% | $74,495-17.7% |
| Participation rate | 57.5% | 72.8%-15.3pp | 75.3%-17.8pp | 67.2%-9.7pp |
| Annual return | 14.77% | 15.95%-1.2pp | 116.14%-101.4pp | 1364.94%-1350.2pp |
| Employer contribution / active EE | $1,412 | $2,523-44.0% | $3,171-55.5% | $2,623-46.2% |
| Participant deferral / active EE | $2,521 | $4,322-41.7% | $5,016-49.7% | $4,346-42.0% |
| Admin fee / account holder | $3,888 | $2,232+74.2% | $11,033-64.8% | $1,942+100.3% |