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 | $73,011 | $117,983-38.1% | $101,794-28.3% | $142,382-48.7% |
| Participation rate | 55.0% | 74.2%-19.2pp | 69.2%-14.2pp | 80.1%-25.1pp |
| Annual return | 13.38% | 36.92%-23.5pp | 30.53%-17.1pp | 217.08%-203.7pp |
| Employer contribution / active EE | $0 | $2,773-100.0% | $2,289-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $3,070 | $4,714-34.9% | $4,084-24.8% | $6,507-52.8% |
| Admin fee / account holder | $7,869 | $10,433-24.6% | $8,777-10.3% | $12,624-37.7% |