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 | $83,933 | $109,413-23.3% | $156,263-46.3% | $84,808-1.0% |
| Participation rate | 59.5% | 72.7%-13.2pp | 78.9%-19.4pp | 68.3%-8.8pp |
| Annual return | 16.07% | 20.18%-4.1pp | 59.47%-43.4pp | 40.90%-24.8pp |
| Employer contribution / active EE | $2,338 | $2,907-19.6% | $4,333-46.0% | $2,631-11.1% |
| Participant deferral / active EE | $3,302 | $4,590-28.0% | $6,158-46.4% | $4,212-21.6% |
| Admin fee / account holder | $7,367 | $9,357-21.3% | $14,255-48.3% | $7,344+0.3% |