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 | $59,265 | $72,012-17.7% | $185,823-68.1% | $79,858-25.8% |
| Participation rate | 64.3% | 65.8%-1.5pp | 78.0%-13.7pp | 69.6%-5.3pp |
| Annual return | 16.18% | 23.12%-6.9pp | 35.95%-19.8pp | 31.71%-15.5pp |
| Employer contribution / active EE | $1,202 | $1,965-38.8% | $4,087-70.6% | $2,471-51.3% |
| Participant deferral / active EE | $2,943 | $3,779-22.1% | $5,632-47.7% | $3,740-21.3% |
| Admin fee / account holder | $3,772 | $4,513-16.4% | $9,500-60.3% | $5,306-28.9% |