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 | $61,257 | $114,381-46.4% | $107,525-43.0% | $142,382-57.0% |
| Participation rate | 57.1% | 78.1%-21.0pp | 75.1%-17.9pp | 80.1%-23.0pp |
| Annual return | 13.63% | 242.71%-229.1pp | 181.32%-167.7pp | 217.08%-203.4pp |
| Employer contribution / active EE | $1,371 | $4,015-65.9% | $3,754-63.5% | $4,299-68.1% |
| Participant deferral / active EE | $2,784 | $5,564-50.0% | $5,116-45.6% | $6,507-57.2% |
| Admin fee / account holder | $1,019 | $9,860-89.7% | $8,919-88.6% | $12,624-91.9% |