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 | $67,169 | $100,901-33.4% | $75,670-11.2% | $147,584-54.5% |
| Participation rate | 60.0% | 77.1%-17.1pp | 72.3%-12.3pp | 82.8%-22.8pp |
| Annual return | 13.28% | 35.78%-22.5pp | 27.34%-14.1pp | 578.55%-565.3pp |
| Employer contribution / active EE | $1,121 | $3,253-65.5% | $2,352-52.3% | $4,876-77.0% |
| Participant deferral / active EE | $3,198 | $4,027-20.6% | $3,142+1.8% | $5,439-41.2% |
| Admin fee / account holder | $3,904 | $11,285-65.4% | $5,800-32.7% | $10,885-64.1% |