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 | $50,623 | $67,606-25.1% | $82,313-38.5% | $70,131-27.8% |
| Participation rate | 59.3% | 72.8%-13.5pp | 76.9%-17.6pp | 69.5%-10.3pp |
| Annual return | 15.95% | 21.57%-5.6pp | 25.88%-9.9pp | 73.14%-57.2pp |
| Employer contribution / active EE | $4,209 | $1,755+139.9% | $2,428+73.3% | $2,342+79.7% |
| Participant deferral / active EE | $3,552 | $2,987+18.9% | $3,706-4.2% | $3,332+6.6% |
| Admin fee / account holder | $1,469 | $4,512-67.4% | $5,608-73.8% | $4,645-68.4% |