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 | $79,411 | $112,881-29.7% | $90,951-12.7% | $158,922-50.0% |
| Participation rate | 45.0% | 74.7%-29.7pp | 69.0%-24.0pp | 82.0%-37.0pp |
| Annual return | 16.14% | 215.79%-199.7pp | 134.60%-118.5pp | 302.83%-286.7pp |
| Employer contribution / active EE | $2,019 | $2,893-30.2% | $2,122-4.8% | $4,761-57.6% |
| Participant deferral / active EE | $1,373 | $4,128-66.7% | $3,373-59.3% | $5,982-77.0% |
| Admin fee / account holder | $8,979 | $8,041+11.7% | $5,959+50.7% | $11,246-20.2% |