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 | $51,200 | $135,952-62.3% | $123,892-58.7% | $273,961-81.3% |
| Participation rate | 62.5% | 84.1%-21.6pp | 81.4%-18.9pp | 83.0%-20.5pp |
| Annual return | 9.13% | 56.63%-47.5pp | 47.52%-38.4pp | 41.45%-32.3pp |
| Employer contribution / active EE | $2,680 | $5,170-48.2% | $4,617-41.9% | $4,869-44.9% |
| Participant deferral / active EE | $4,466 | $6,343-29.6% | $5,984-25.4% | $5,287-15.5% |
| Admin fee / account holder | $738 | $9,817-92.5% | $8,357-91.2% | $10,132-92.7% |