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 | $45,071 | $53,822-16.3% | $75,696-40.5% | $85,850-47.5% |
| Participation rate | 56.9% | 69.1%-12.2pp | 74.8%-17.9pp | 69.3%-12.4pp |
| Annual return | 28.76% | 24.54%+4.2pp | 104.53%-75.8pp | 318.53%-289.8pp |
| Employer contribution / active EE | $1,547 | $2,017-23.3% | $2,743-43.6% | $2,565-39.7% |
| Participant deferral / active EE | $2,320 | $2,895-19.9% | $3,821-39.3% | $3,952-41.3% |
| Admin fee / account holder | $4,767 | $3,343+42.6% | $3,619+31.7% | $6,260-23.8% |