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 | $46,030 | $165,335-72.2% | $149,696-69.3% | $158,922-71.0% |
| Participation rate | 47.4% | 84.6%-37.2pp | 82.5%-35.1pp | 82.0%-34.6pp |
| Annual return | 18.72% | 348.15%-329.4pp | 276.60%-257.9pp | 302.83%-284.1pp |
| Employer contribution / active EE | $1,334 | $5,103-73.8% | $4,644-71.3% | $4,761-72.0% |
| Participant deferral / active EE | $4,016 | $7,181-44.1% | $6,842-41.3% | $5,982-32.9% |
| Admin fee / account holder | $679 | $10,807-93.7% | $9,309-92.7% | $11,246-94.0% |