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 | $35,749 | $72,277-50.5% | $101,248-64.7% | $79,858-55.2% |
| Participation rate | 68.4% | 68.5%0pp | 75.8%-7.4pp | 69.6%-1.2pp |
| Annual return | 12.14% | 22.30%-10.2pp | 46.47%-34.3pp | 31.71%-19.6pp |
| Employer contribution / active EE | $796 | $2,692-70.4% | $3,660-78.3% | $2,471-67.8% |
| Participant deferral / active EE | $2,592 | $3,282-21.0% | $4,370-40.7% | $3,740-30.7% |
| Admin fee / account holder | $4,752 | $4,400+8.0% | $5,945-20.1% | $5,306-10.4% |