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 | $25,811 | $77,813-66.8% | $123,544-79.1% | $64,186-59.8% |
| Participation rate | 61.8% | 74.7%-12.9pp | 82.3%-20.5pp | 69.6%-7.8pp |
| Annual return | 66.73% | 12.48%+54.2pp | 119.20%-52.5pp | 7.63%+59.1pp |
| Employer contribution / active EE | $2,319 | $3,014-23.0% | $4,628-49.9% | $2,381-2.6% |
| Participant deferral / active EE | $4,646 | $5,240-11.3% | $6,426-27.7% | $3,470+33.9% |
| Admin fee / account holder | $8,126 | $5,519+47.3% | $9,284-12.5% | $4,888+66.3% |