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 | $49,683 | $115,770-57.1% | $101,248-50.9% | $158,922-68.7% |
| Participation rate | 52.9% | 79.4%-26.4pp | 75.8%-22.9pp | 82.0%-29.0pp |
| Annual return | 9.45% | 56.14%-46.7pp | 46.47%-37.0pp | 302.83%-293.4pp |
| Employer contribution / active EE | $1,059 | $4,175-74.6% | $3,660-71.1% | $4,761-77.8% |
| Participant deferral / active EE | $2,763 | $4,957-44.3% | $4,370-36.8% | $5,982-53.8% |
| Admin fee / account holder | $1,110 | $7,245-84.7% | $5,945-81.3% | $11,246-90.1% |