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 | $39,908 | $94,625-57.8% | $116,228-65.7% | $84,808-52.9% |
| Participation rate | 64.9% | 70.4%-5.6pp | 74.6%-9.7pp | 68.3%-3.4pp |
| Annual return | 16.36% | 20.40%-4.0pp | 90.06%-73.7pp | 40.90%-24.5pp |
| Employer contribution / active EE | $1,711 | $2,347-27.1% | $2,994-42.9% | $2,631-35.0% |
| Participant deferral / active EE | $3,507 | $3,972-11.7% | $4,953-29.2% | $4,212-16.7% |
| Admin fee / account holder | $3,378 | $10,091-66.5% | $11,989-71.8% | $7,344-54.0% |