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 | $29,215 | $165,335-82.3% | $149,696-80.5% | $158,922-81.6% |
| Participation rate | 57.1% | 84.6%-27.4pp | 82.5%-25.3pp | 82.0%-24.8pp |
| Annual return | 10.60% | 348.15%-337.5pp | 276.60%-266.0pp | 302.83%-292.2pp |
| Employer contribution / active EE | $1,485 | $5,103-70.9% | $4,644-68.0% | $4,761-68.8% |
| Participant deferral / active EE | $4,765 | $7,181-33.6% | $6,842-30.4% | $5,982-20.3% |
| Admin fee / account holder | $25,203 | $10,807+133.2% | $9,309+170.7% | $11,246+124.1% |