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 | $46,632 | $175,202-73.4% | $149,673-68.8% | $139,434-66.6% |
| Participation rate | 61.9% | 83.4%-21.5pp | 78.8%-16.9pp | 80.3%-18.4pp |
| Annual return | 17.38% | 166.71%-149.3pp | 134.42%-117.0pp | 372.94%-355.6pp |
| Employer contribution / active EE | $6,224 | $5,474+13.7% | $4,818+29.2% | $4,751+31.0% |
| Participant deferral / active EE | $4,342 | $6,519-33.4% | $5,680-23.6% | $6,710-35.3% |
| Admin fee / account holder | $3,705 | $16,150-77.1% | $13,210-72.0% | $11,403-67.5% |