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 | $72,206 | $77,634-7.0% | $156,549-53.9% | $62,891+14.8% |
| Participation rate | 47.2% | 71.2%-24.0pp | 84.0%-36.8pp | 69.3%-22.1pp |
| Annual return | 6.67% | 50.32%-43.7pp | 32.23%-25.6pp | 20.14%-13.5pp |
| Employer contribution / active EE | $1,208 | $3,444-64.9% | $5,501-78.0% | $2,281-47.0% |
| Participant deferral / active EE | $3,463 | $3,045+13.7% | $4,871-28.9% | $3,203+8.1% |
| Admin fee / account holder | $6,463 | $5,561+16.2% | $13,027-50.4% | $4,296+50.5% |