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 | $39,022 | $65,365-40.3% | $92,893-58.0% | $72,985-46.5% |
| Participation rate | 48.4% | 68.3%-19.9pp | 76.0%-27.6pp | 69.5%-21.0pp |
| Annual return | 45.99% | 42.10%+3.9pp | 109.41%-63.4pp | 81.00%-35.0pp |
| Employer contribution / active EE | $1,445 | $2,594-44.3% | $3,653-60.4% | $2,440-40.8% |
| Participant deferral / active EE | $2,852 | $3,128-8.8% | $4,236-32.7% | $3,607-20.9% |
| Admin fee / account holder | $5,439 | $4,251+27.9% | $5,794-6.1% | $5,124+6.1% |