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 | $51,488 | $72,277-28.8% | $101,248-49.1% | $79,858-35.5% |
| Participation rate | 57.1% | 68.5%-11.3pp | 75.8%-18.7pp | 69.6%-12.5pp |
| Annual return | 19.03% | 22.30%-3.3pp | 46.47%-27.4pp | 31.71%-12.7pp |
| Employer contribution / active EE | $1,986 | $2,692-26.2% | $3,660-45.7% | $2,471-19.6% |
| Participant deferral / active EE | $3,909 | $3,282+19.1% | $4,370-10.5% | $3,740+4.5% |
| Admin fee / account holder | $1,569 | $4,400-64.4% | $5,945-73.6% | $5,306-70.4% |