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 | $53,381 | $125,758-57.6% | $169,993-68.6% | $75,163-29.0% |
| Participation rate | 27.8% | 83.6%-55.8pp | 87.0%-59.2pp | 67.2%-39.4pp |
| Annual return | 21.02% | 27.20%-6.2pp | 53.37%-32.4pp | 160.62%-139.6pp |
| Employer contribution / active EE | $1,770 | $4,615-61.6% | $6,785-73.9% | $2,670-33.7% |
| Participant deferral / active EE | $4,207 | $6,837-38.5% | $10,408-59.6% | $4,125+2.0% |
| Admin fee / account holder | $3,646 | $8,173-55.4% | $12,815-71.5% | $5,651-35.5% |