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 | $45,114 | $109,413-58.8% | $156,263-71.1% | $84,808-46.8% |
| Participation rate | 66.0% | 72.7%-6.7pp | 78.9%-12.9pp | 68.3%-2.3pp |
| Annual return | 14.76% | 20.18%-5.4pp | 59.47%-44.7pp | 40.90%-26.1pp |
| Employer contribution / active EE | $1,165 | $2,907-59.9% | $4,333-73.1% | $2,631-55.7% |
| Participant deferral / active EE | $2,930 | $4,590-36.2% | $6,158-52.4% | $4,212-30.4% |
| Admin fee / account holder | $4,166 | $9,357-55.5% | $14,255-70.8% | $7,344-43.3% |