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 | $43,240 | $80,968-46.6% | $96,544-55.2% | $75,163-42.5% |
| Participation rate | 58.6% | 71.8%-13.1pp | 76.0%-17.3pp | 67.2%-8.6pp |
| Annual return | 19.06% | 27.06%-8.0pp | 25.84%-6.8pp | 160.62%-141.6pp |
| Employer contribution / active EE | $1,643 | $2,282-28.0% | $2,965-44.6% | $2,670-38.5% |
| Participant deferral / active EE | $3,406 | $3,928-13.3% | $4,851-29.8% | $4,125-17.4% |
| Admin fee / account holder | $11,272 | $6,724+67.6% | $8,252+36.6% | $5,651+99.5% |