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 | $35,497 | $65,365-45.7% | $92,893-61.8% | $72,985-51.4% |
| Participation rate | 66.7% | 68.3%-1.6pp | 76.0%-9.3pp | 69.5%-2.8pp |
| Annual return | 24.60% | 42.10%-17.5pp | 109.41%-84.8pp | 81.00%-56.4pp |
| Employer contribution / active EE | $2,056 | $2,594-20.8% | $3,653-43.7% | $2,440-15.7% |
| Participant deferral / active EE | $1,723 | $3,128-44.9% | $4,236-59.3% | $3,607-52.2% |
| Admin fee / account holder | $10,346 | $4,251+143.4% | $5,794+78.6% | $5,124+101.9% |