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 | $46,139 | $232,540-80.2% | $185,117-75.1% | $147,584-68.7% |
| Participation rate | 63.6% | 82.4%-18.7pp | 77.3%-13.6pp | 82.8%-19.2pp |
| Annual return | 20.59% | 43.03%-22.4pp | 40.50%-19.9pp | 578.55%-558.0pp |
| Employer contribution / active EE | $1,375 | $5,195-73.5% | $4,182-67.1% | $4,876-71.8% |
| Participant deferral / active EE | $2,530 | $5,834-56.6% | $5,045-49.9% | $5,439-53.5% |
| Admin fee / account holder | $2,464 | $10,275-76.0% | $8,159-69.8% | $10,885-77.4% |