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 | $54,267 | $89,753-39.5% | $107,525-49.5% | $84,808-36.0% |
| Participation rate | 47.6% | 68.1%-20.5pp | 75.1%-27.5pp | 68.3%-20.8pp |
| Annual return | 27.28% | 29.48%-2.2pp | 181.32%-154.0pp | 40.90%-13.6pp |
| Employer contribution / active EE | $842 | $3,113-73.0% | $3,754-77.6% | $2,631-68.0% |
| Participant deferral / active EE | $3,916 | $4,056-3.5% | $5,116-23.5% | $4,212-7.0% |
| Admin fee / account holder | $5,170 | $7,222-28.4% | $8,919-42.0% | $7,344-29.6% |