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 | $36,165 | $59,839-39.6% | $81,983-55.9% | $79,858-54.7% |
| Participation rate | 56.9% | 61.6%-4.7pp | 69.2%-12.4pp | 69.6%-12.7pp |
| Annual return | 27.86% | 17.56%+10.3pp | 41.31%-13.4pp | 31.71%-3.9pp |
| Employer contribution / active EE | $2,320 | $1,713+35.4% | $2,498-7.1% | $2,471-6.1% |
| Participant deferral / active EE | $6,800 | $2,695+152.3% | $3,722+82.7% | $3,740+81.8% |
| Admin fee / account holder | $3,888 | $4,287-9.3% | $5,664-31.3% | $5,306-26.7% |