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 | $41,467 | $72,012-42.4% | $185,823-77.7% | $79,858-48.1% |
| Participation rate | 54.8% | 65.8%-11.0pp | 78.0%-23.3pp | 69.6%-14.9pp |
| Annual return | 13.59% | 23.12%-9.5pp | 35.95%-22.4pp | 31.71%-18.1pp |
| Employer contribution / active EE | $1,276 | $1,965-35.0% | $4,087-68.8% | $2,471-48.3% |
| Participant deferral / active EE | $2,471 | $3,779-34.6% | $5,632-56.1% | $3,740-33.9% |
| Admin fee / account holder | $4,832 | $4,513+7.1% | $9,500-49.1% | $5,306-8.9% |