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 | $73,084 | $81,460-10.3% | $103,333-29.3% | $80,856-9.6% |
| Participation rate | 53.6% | 66.8%-13.3pp | 74.5%-20.9pp | 67.6%-14.1pp |
| Annual return | 11.66% | 25.55%-13.9pp | 24.88%-13.2pp | 35.59%-23.9pp |
| Employer contribution / active EE | $2,321 | $3,105-25.3% | $3,868-40.0% | $2,755-15.7% |
| Participant deferral / active EE | $4,110 | $3,869+6.2% | $5,057-18.7% | $4,296-4.3% |
| Admin fee / account holder | $4,604 | $6,566-29.9% | $8,355-44.9% | $6,918-33.5% |