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 | $53,303 | $84,556-37.0% | $116,228-54.1% | $74,304-28.3% |
| Participation rate | 32.7% | 66.0%-33.3pp | 74.6%-41.8pp | 60.3%-27.6pp |
| Annual return | 15.96% | 18.35%-2.4pp | 90.06%-74.1pp | 29.43%-13.5pp |
| Employer contribution / active EE | $1,011 | $2,168-53.4% | $2,994-66.2% | $2,241-54.9% |
| Participant deferral / active EE | $1,993 | $3,814-47.7% | $4,953-59.8% | $3,767-47.1% |
| Admin fee / account holder | $4,712 | $3,792+24.3% | $11,989-60.7% | $2,969+58.7% |