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 | $74,620 | $105,859-29.5% | $90,160-17.2% | $147,584-49.4% |
| Participation rate | 57.1% | 79.7%-22.6pp | 76.9%-19.7pp | 82.8%-25.7pp |
| Annual return | 10.70% | 37.63%-26.9pp | 34.88%-24.2pp | 578.55%-567.8pp |
| Employer contribution / active EE | $686 | $4,126-83.4% | $3,318-79.3% | $4,876-85.9% |
| Participant deferral / active EE | $5,081 | $5,733-11.4% | $5,288-3.9% | $5,439-6.6% |
| Admin fee / account holder | $19,378 | $8,046+140.8% | $5,943+226.1% | $10,885+78.0% |