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 | $54,883 | $73,933-25.8% | $96,683-43.2% | $75,163-27.0% |
| Participation rate | 42.1% | 66.4%-24.3pp | 74.3%-32.2pp | 67.2%-25.1pp |
| Annual return | 18.47% | 26.70%-8.2pp | 35.69%-17.2pp | 160.62%-142.1pp |
| Employer contribution / active EE | $836 | $2,928-71.5% | $3,737-77.6% | $2,670-68.7% |
| Participant deferral / active EE | $5,013 | $3,659+37.0% | $4,878+2.8% | $4,125+21.5% |
| Admin fee / account holder | $4,333 | $5,216-16.9% | $6,730-35.6% | $5,651-23.3% |