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 | $61,602 | $89,753-31.4% | $107,525-42.7% | $84,808-27.4% |
| Participation rate | 56.8% | 68.1%-11.2pp | 75.1%-18.2pp | 68.3%-11.5pp |
| Annual return | 19.66% | 29.48%-9.8pp | 181.32%-161.7pp | 40.90%-21.2pp |
| Employer contribution / active EE | $1,496 | $3,113-52.0% | $3,754-60.1% | $2,631-43.1% |
| Participant deferral / active EE | $3,766 | $4,056-7.1% | $5,116-26.4% | $4,212-10.6% |
| Admin fee / account holder | $420 | $7,222-94.2% | $8,919-95.3% | $7,344-94.3% |