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 | $80,837 | $71,050+13.8% | $93,606-13.6% | $80,8560% |
| Participation rate | 37.9% | 60.4%-22.5pp | 68.7%-30.8pp | 67.6%-29.7pp |
| Annual return | 12.86% | 11.26%+1.6pp | 133.20%-120.3pp | 35.59%-22.7pp |
| Employer contribution / active EE | $1,213 | $1,564-22.4% | $2,420-49.9% | $2,755-56.0% |
| Participant deferral / active EE | $2,532 | $4,034-37.2% | $4,411-42.6% | $4,296-41.1% |
| Admin fee / account holder | $1,486 | $6,945-78.6% | $8,285-82.1% | $6,918-78.5% |