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 7-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 | $38,835 | $68,547-43.3% | $120,354-67.7% | $80,856-52.0% |
| Participation rate | 51.0% | 61.6%-10.6pp | 71.9%-20.9pp | 67.6%-16.6pp |
| Annual return | 12.47% | 23.60%-11.1pp | 107.15%-94.7pp | 35.59%-23.1pp |
| Employer contribution / active EE | $1,480 | $2,051-27.8% | $3,463-57.3% | $2,755-46.3% |
| Participant deferral / active EE | $3,230 | $3,173+1.8% | $4,991-35.3% | $4,296-24.8% |
| Admin fee / account holder | $12,647 | $5,732+120.6% | $9,423+34.2% | $6,918+82.8% |