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 | $71,849 | $133,958-46.4% | $112,228-36.0% | $134,475-46.6% |
| Participation rate | 68.2% | 78.6%-10.4pp | 75.1%-6.9pp | 81.2%-13.0pp |
| Annual return | 0.67% | 47.11%-46.4pp | 27.45%-26.8pp | 417.96%-417.3pp |
| Employer contribution / active EE | $3,735 | $4,038-7.5% | $3,635+2.8% | $4,740-21.2% |
| Participant deferral / active EE | $3,790 | $5,291-28.4% | $4,728-19.8% | $6,400-40.8% |
| Admin fee / account holder | $1,193 | $7,489-84.1% | $6,410-81.4% | $11,426-89.6% |