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 | $72,458 | $176,377-58.9% | $134,143-46.0% | $158,922-54.4% |
| Participation rate | 50.0% | 78.7%-28.7pp | 72.2%-22.2pp | 82.0%-32.0pp |
| Annual return | 12.21% | 63.63%-51.4pp | 36.33%-24.1pp | 302.83%-290.6pp |
| Employer contribution / active EE | $959 | $5,040-81.0% | $3,704-74.1% | $4,761-79.9% |
| Participant deferral / active EE | $3,101 | $4,091-24.2% | $3,499-11.4% | $5,982-48.2% |
| Admin fee / account holder | $50,869 | $8,718+483.5% | $6,684+661.0% | $11,246+352.3% |