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 | $74,562 | $175,202-57.4% | $149,673-50.2% | $139,434-46.5% |
| Participation rate | 20.0% | 83.4%-63.4pp | 78.8%-58.8pp | 80.3%-60.3pp |
| Annual return | 16.21% | 166.71%-150.5pp | 134.42%-118.2pp | 372.94%-356.7pp |
| Employer contribution / active EE | $1,818 | $5,474-66.8% | $4,818-62.3% | $4,751-61.7% |
| Participant deferral / active EE | $2,652 | $6,519-59.3% | $5,680-53.3% | $6,710-60.5% |
| Admin fee / account holder | $3,606 | $16,150-77.7% | $13,210-72.7% | $11,403-68.4% |