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 | $50,812 | $84,233-39.7% | $170,442-70.2% | $70,131-27.5% |
| Participation rate | 69.4% | 70.8%-1.4pp | 83.6%-14.2pp | 69.5%-0.1pp |
| Annual return | 15.21% | 23.06%-7.9pp | 205.93%-190.7pp | 73.14%-57.9pp |
| Employer contribution / active EE | $904 | $3,387-73.3% | $5,433-83.4% | $2,342-61.4% |
| Participant deferral / active EE | $2,069 | $3,086-32.9% | $4,939-58.1% | $3,332-37.9% |
| Admin fee / account holder | $7,153 | $5,698+25.5% | $13,880-48.5% | $4,645+54.0% |