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 | $48,687 | $99,341-51.0% | $84,750-42.6% | $273,961-82.2% |
| Participation rate | 63.6% | 80.7%-17.1pp | 76.6%-13.0pp | 83.0%-19.4pp |
| Annual return | 4.18% | 22.93%-18.7pp | 22.78%-18.6pp | 41.45%-37.3pp |
| Employer contribution / active EE | $2,034 | $4,214-51.7% | $3,574-43.1% | $4,869-58.2% |
| Participant deferral / active EE | $4,212 | $4,269-1.3% | $3,712+13.5% | $5,287-20.3% |
| Admin fee / account holder | $720 | $6,644-89.2% | $5,332-86.5% | $10,132-92.9% |