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 | $68,082 | $116,175-41.4% | $93,606-27.3% | $152,861-55.5% |
| Participation rate | 33.3% | 78.0%-44.7pp | 75.8%-42.5pp | 82.4%-49.1pp |
| Annual return | 22.01% | 35.96%-13.9pp | 32.76%-10.7pp | 345.32%-323.3pp |
| Employer contribution / active EE | $1,286 | $3,218-60.0% | $2,718-52.7% | $4,762-73.0% |
| Participant deferral / active EE | $1,585 | $4,603-65.6% | $4,069-61.0% | $5,850-72.9% |
| Admin fee / account holder | $8,574 | $10,748-20.2% | $7,888+8.7% | $11,596-26.1% |