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 | $56,926 | $109,413-48.0% | $156,263-63.6% | $84,808-32.9% |
| Participation rate | 54.3% | 72.7%-18.4pp | 78.9%-24.6pp | 68.3%-14.0pp |
| Annual return | 17.91% | 20.18%-2.3pp | 59.47%-41.6pp | 40.90%-23.0pp |
| Employer contribution / active EE | $830 | $2,907-71.4% | $4,333-80.8% | $2,631-68.4% |
| Participant deferral / active EE | $2,097 | $4,590-54.3% | $6,158-65.9% | $4,212-50.2% |
| Admin fee / account holder | $1,115 | $9,357-88.1% | $14,255-92.2% | $7,344-84.8% |