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 | $37,579 | $81,248-53.7% | $155,509-75.8% | $80,856-53.5% |
| Participation rate | 62.9% | 66.2%-3.4pp | 78.2%-15.3pp | 67.6%-4.8pp |
| Annual return | 19.49% | 33.31%-13.8pp | 64.67%-45.2pp | 35.59%-16.1pp |
| Employer contribution / active EE | $1,962 | $3,100-36.7% | $4,672-58.0% | $2,755-28.8% |
| Participant deferral / active EE | $2,030 | $3,452-41.2% | $5,626-63.9% | $4,296-52.7% |
| Admin fee / account holder | $4,378 | $7,997-45.3% | $15,912-72.5% | $6,918-36.7% |