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 | $43,964 | $101,724-56.8% | $164,813-73.3% | $80,856-45.6% |
| Participation rate | 64.9% | 71.8%-7.0pp | 78.6%-13.7pp | 67.6%-2.8pp |
| Annual return | 14.30% | 16.72%-2.4pp | 69.93%-55.6pp | 35.59%-21.3pp |
| Employer contribution / active EE | $3,876 | $2,953+31.2% | $4,341-10.7% | $2,755+40.7% |
| Participant deferral / active EE | $6,176 | $4,477+37.9% | $6,031+2.4% | $4,296+43.8% |
| Admin fee / account holder | $2,199 | $8,227-73.3% | $12,690-82.7% | $6,918-68.2% |