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 | $53,373 | $73,933-27.8% | $96,683-44.8% | $75,163-29.0% |
| Participation rate | 41.5% | 66.4%-25.0pp | 74.3%-32.9pp | 67.2%-25.7pp |
| Annual return | 18.49% | 26.70%-8.2pp | 35.69%-17.2pp | 160.62%-142.1pp |
| Employer contribution / active EE | $1,314 | $2,928-55.1% | $3,737-64.8% | $2,670-50.8% |
| Participant deferral / active EE | $3,317 | $3,659-9.3% | $4,878-32.0% | $4,125-19.6% |
| Admin fee / account holder | $1,118 | $5,216-78.6% | $6,730-83.4% | $5,651-80.2% |