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 3-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 | $50,014 | $80,717-38.0% | $154,803-67.7% | $84,808-41.0% |
| Participation rate | 68.2% | 66.8%+1.4pp | 78.1%-9.9pp | 68.3%-0.1pp |
| Annual return | 17.58% | 37.96%-20.4pp | 58.88%-41.3pp | 40.90%-23.3pp |
| Employer contribution / active EE | $1,372 | $2,761-50.3% | $4,305-68.1% | $2,631-47.9% |
| Participant deferral / active EE | $2,690 | $3,303-18.6% | $5,540-51.5% | $4,212-36.1% |
| Admin fee / account holder | $413 | $6,746-93.9% | $14,329-97.1% | $7,344-94.4% |