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 | $57,732 | $73,933-21.9% | $96,683-40.3% | $75,163-23.2% |
| Participation rate | 64.3% | 66.4%-2.1pp | 74.3%-10.1pp | 67.2%-2.9pp |
| Annual return | 16.37% | 26.70%-10.3pp | 35.69%-19.3pp | 160.62%-144.2pp |
| Employer contribution / active EE | $1,429 | $2,928-51.2% | $3,737-61.8% | $2,670-46.5% |
| Participant deferral / active EE | $2,628 | $3,659-28.2% | $4,878-46.1% | $4,125-36.3% |
| Admin fee / account holder | $5,258 | $5,216+0.8% | $6,730-21.9% | $5,651-6.9% |