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 | $78,179 | $80,717-3.1% | $154,803-49.5% | $84,808-7.8% |
| Participation rate | 44.1% | 66.8%-22.7pp | 78.1%-34.0pp | 68.3%-24.2pp |
| Annual return | 14.76% | 37.96%-23.2pp | 58.88%-44.1pp | 40.90%-26.1pp |
| Employer contribution / active EE | $1,146 | $2,761-58.5% | $4,305-73.4% | $2,631-56.4% |
| Participant deferral / active EE | $2,367 | $3,303-28.3% | $5,540-57.3% | $4,212-43.8% |
| Admin fee / account holder | $790 | $6,746-88.3% | $14,329-94.5% | $7,344-89.2% |