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 | $58,368 | $165,335-64.7% | $149,696-61.0% | $158,922-63.3% |
| Participation rate | 64.3% | 84.6%-20.3pp | 82.5%-18.2pp | 82.0%-17.7pp |
| Annual return | 14.65% | 348.15%-333.5pp | 276.60%-261.9pp | 302.83%-288.2pp |
| Employer contribution / active EE | $1,745 | $5,103-65.8% | $4,644-62.4% | $4,761-63.3% |
| Participant deferral / active EE | $2,476 | $7,181-65.5% | $6,842-63.8% | $5,982-58.6% |
| Admin fee / account holder | $1,427 | $10,807-86.8% | $9,309-84.7% | $11,246-87.3% |