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 | $70,549 | $86,286-18.2% | $111,297-36.6% | $85,850-17.8% |
| Participation rate | 51.5% | 73.3%-21.8pp | 77.3%-25.8pp | 69.3%-17.8pp |
| Annual return | 11.85% | 19.99%-8.1pp | 54.65%-42.8pp | 318.53%-306.7pp |
| Employer contribution / active EE | $1,182 | $2,043-42.2% | $2,731-56.7% | $2,565-53.9% |
| Participant deferral / active EE | $2,853 | $3,641-21.6% | $4,487-36.4% | $3,952-27.8% |
| Admin fee / account holder | $35,214 | $8,188+330.1% | $7,964+342.2% | $6,260+462.5% |