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 | $49,010 | $48,364+1.3% | $71,796-31.7% | $62,891-22.1% |
| Participation rate | 58.5% | 60.6%-2.2pp | 69.1%-10.7pp | 69.3%-10.8pp |
| Annual return | 8.10% | 13.16%-5.1pp | 78.04%-69.9pp | 20.14%-12.0pp |
| Employer contribution / active EE | $868 | $1,042-16.7% | $1,924-54.9% | $2,281-61.9% |
| Participant deferral / active EE | $2,081 | $2,091-0.5% | $2,794-25.5% | $3,203-35.0% |
| Admin fee / account holder | $3,583 | $3,771-5.0% | $4,815-25.6% | $4,296-16.6% |