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 | $71,244 | $56,484+26.1% | $169,463-58.0% | $64,186+11.0% |
| Participation rate | 56.5% | 64.5%-8.1pp | 77.8%-21.3pp | 69.6%-13.1pp |
| Annual return | 3.87% | -1.55%+5.4pp | 1.83%+2.0pp | 7.63%-3.8pp |
| Employer contribution / active EE | $1,156 | $1,832-36.9% | $4,159-72.2% | $2,381-51.4% |
| Participant deferral / active EE | $6,629 | $3,448+92.3% | $5,277+25.6% | $3,470+91.1% |
| Admin fee / account holder | $4,277 | $4,174+2.5% | $9,109-53.0% | $4,888-12.5% |