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 | $54,812 | $60,022-8.7% | $88,946-38.4% | $84,808-35.4% |
| Participation rate | 59.1% | 57.8%+1.3pp | 68.8%-9.8pp | 68.3%-9.2pp |
| Annual return | 15.82% | 22.43%-6.6pp | 57.82%-42.0pp | 40.90%-25.1pp |
| Employer contribution / active EE | $598 | $1,703-64.9% | $2,555-76.6% | $2,631-77.3% |
| Participant deferral / active EE | $3,251 | $3,114+4.4% | $4,581-29.0% | $4,212-22.8% |
| Admin fee / account holder | $3,114 | $4,811-35.3% | $8,261-62.3% | $7,344-57.6% |