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 | $57,028 | $116,175-50.9% | $93,606-39.1% | $152,861-62.7% |
| Participation rate | 58.3% | 78.0%-19.7pp | 75.8%-17.5pp | 82.4%-24.1pp |
| Annual return | 26.45% | 35.96%-9.5pp | 32.76%-6.3pp | 345.32%-318.9pp |
| Employer contribution / active EE | $937 | $3,218-70.9% | $2,718-65.5% | $4,762-80.3% |
| Participant deferral / active EE | $4,672 | $4,603+1.5% | $4,069+14.8% | $5,850-20.1% |
| Admin fee / account holder | $487 | $10,748-95.5% | $7,888-93.8% | $11,596-95.8% |