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 | $41,222 | $70,428-41.5% | $96,562-57.3% | $85,850-52.0% |
| Participation rate | 43.9% | 61.8%-17.9pp | 69.8%-25.9pp | 69.3%-25.4pp |
| Annual return | 13.69% | 18.59%-4.9pp | 37.78%-24.1pp | 318.53%-304.8pp |
| Employer contribution / active EE | $1,175 | $1,413-16.8% | $2,356-50.1% | $2,565-54.2% |
| Participant deferral / active EE | $2,489 | $2,894-14.0% | $3,849-35.3% | $3,952-37.0% |
| Admin fee / account holder | $3,490 | $4,997-30.2% | $6,181-43.5% | $6,260-44.3% |