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 | $65,923 | $106,515-38.1% | $96,683-31.8% | $139,434-52.7% |
| Participation rate | 40.0% | 77.8%-37.8pp | 74.3%-34.3pp | 80.3%-40.3pp |
| Annual return | 15.85% | 38.43%-22.6pp | 35.69%-19.8pp | 372.94%-357.1pp |
| Employer contribution / active EE | $1,057 | $4,103-74.2% | $3,737-71.7% | $4,751-77.8% |
| Participant deferral / active EE | $1,375 | $5,454-74.8% | $4,878-71.8% | $6,710-79.5% |
| Admin fee / account holder | $4,258 | $7,877-45.9% | $6,730-36.7% | $11,403-62.7% |