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 | $40,775 | $80,717-49.5% | $154,803-73.7% | $84,808-51.9% |
| Participation rate | 68.6% | 66.8%+1.8pp | 78.1%-9.5pp | 68.3%+0.3pp |
| Annual return | 14.79% | 37.96%-23.2pp | 58.88%-44.1pp | 40.90%-26.1pp |
| Employer contribution / active EE | $1,864 | $2,761-32.5% | $4,305-56.7% | $2,631-29.2% |
| Participant deferral / active EE | $986 | $3,303-70.1% | $5,540-82.2% | $4,212-76.6% |
| Admin fee / account holder | $2,744 | $6,746-59.3% | $14,329-80.9% | $7,344-62.6% |