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 | $55,632 | $89,753-38.0% | $107,525-48.3% | $84,808-34.4% |
| Participation rate | 42.1% | 68.1%-26.0pp | 75.1%-33.0pp | 68.3%-26.2pp |
| Annual return | 15.70% | 29.48%-13.8pp | 181.32%-165.6pp | 40.90%-25.2pp |
| Employer contribution / active EE | $919 | $3,113-70.5% | $3,754-75.5% | $2,631-65.1% |
| Participant deferral / active EE | $2,020 | $4,056-50.2% | $5,116-60.5% | $4,212-52.0% |
| Admin fee / account holder | $2,746 | $7,222-62.0% | $8,919-69.2% | $7,344-62.6% |