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 | $30,968 | $73,933-58.1% | $96,683-68.0% | $75,163-58.8% |
| Participation rate | 68.0% | 66.4%+1.6pp | 74.3%-6.3pp | 67.2%+0.8pp |
| Annual return | 17.64% | 26.70%-9.1pp | 35.69%-18.1pp | 160.62%-143.0pp |
| Employer contribution / active EE | $2,596 | $2,928-11.3% | $3,737-30.5% | $2,670-2.8% |
| Participant deferral / active EE | $5,207 | $3,659+42.3% | $4,878+6.7% | $4,125+26.2% |
| Admin fee / account holder | $5,358 | $5,216+2.7% | $6,730-20.4% | $5,651-5.2% |