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 | $51,456 | $112,881-54.4% | $90,951-43.4% | $158,922-67.6% |
| Participation rate | 41.2% | 74.7%-33.6pp | 69.0%-27.8pp | 82.0%-40.8pp |
| Annual return | 12.23% | 215.79%-203.6pp | 134.60%-122.4pp | 302.83%-290.6pp |
| Employer contribution / active EE | $1,086 | $2,893-62.5% | $2,122-48.8% | $4,761-77.2% |
| Participant deferral / active EE | $1,922 | $4,128-53.4% | $3,373-43.0% | $5,982-67.9% |
| Admin fee / account holder | $8,251 | $8,041+2.6% | $5,959+38.5% | $11,246-26.6% |