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 | $28,313 | $72,277-60.8% | $101,248-72.0% | $79,858-64.5% |
| Participation rate | 51.5% | 68.5%-16.9pp | 75.8%-24.3pp | 69.6%-18.1pp |
| Annual return | 15.95% | 22.30%-6.3pp | 46.47%-30.5pp | 31.71%-15.8pp |
| Employer contribution / active EE | $2,662 | $2,692-1.1% | $3,660-27.2% | $2,471+7.8% |
| Participant deferral / active EE | $2,722 | $3,282-17.0% | $4,370-37.7% | $3,740-27.2% |
| Admin fee / account holder | $2,163 | $4,400-50.9% | $5,945-63.6% | $5,306-59.2% |