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 | $53,507 | $68,547-21.9% | $120,354-55.5% | $80,856-33.8% |
| Participation rate | 64.7% | 61.6%+3.1pp | 71.9%-7.2pp | 67.6%-2.9pp |
| Annual return | 12.59% | 23.60%-11.0pp | 107.15%-94.6pp | 35.59%-23.0pp |
| Employer contribution / active EE | $1,210 | $2,051-41.0% | $3,463-65.0% | $2,755-56.1% |
| Participant deferral / active EE | $3,282 | $3,173+3.4% | $4,991-34.2% | $4,296-23.6% |
| Admin fee / account holder | $18,551 | $5,732+223.6% | $9,423+96.9% | $6,918+168.2% |