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 | $45,121 | $63,346-28.8% | $92,233-51.1% | $70,131-35.7% |
| Participation rate | 48.6% | 68.7%-20.0pp | 76.5%-27.8pp | 69.5%-20.9pp |
| Annual return | 17.19% | 530.12%-512.9pp | 176.28%-159.1pp | 73.14%-56.0pp |
| Employer contribution / active EE | $675 | $2,471-72.7% | $3,679-81.7% | $2,342-71.2% |
| Participant deferral / active EE | $1,740 | $2,854-39.0% | $3,897-55.4% | $3,332-47.8% |
| Admin fee / account holder | $10,401 | $3,840+170.8% | $5,194+100.3% | $4,645+123.9% |