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 | $54,856 | $86,929-36.9% | $102,423-46.4% | $80,856-32.2% |
| Participation rate | 62.1% | 72.4%-10.3pp | 76.5%-14.4pp | 67.6%-5.6pp |
| Annual return | 13.97% | 18.88%-4.9pp | 29.32%-15.4pp | 35.59%-21.6pp |
| Employer contribution / active EE | $1,655 | $2,369-30.1% | $3,023-45.3% | $2,755-39.9% |
| Participant deferral / active EE | $2,928 | $4,118-28.9% | $5,053-42.1% | $4,296-31.8% |
| Admin fee / account holder | $4,113 | $8,049-48.9% | $9,451-56.5% | $6,918-40.5% |