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 | $64,798 | $103,376-37.3% | $87,100-25.6% | $152,861-57.6% |
| Participation rate | 58.3% | 79.3%-21.0pp | 76.9%-18.5pp | 82.4%-24.1pp |
| Annual return | 21.84% | 28.10%-6.3pp | 28.19%-6.3pp | 345.32%-323.5pp |
| Employer contribution / active EE | $1,186 | $3,220-63.2% | $2,521-53.0% | $4,762-75.1% |
| Participant deferral / active EE | $3,740 | $4,778-21.7% | $4,049-7.6% | $5,850-36.1% |
| Admin fee / account holder | $4,530 | $12,205-62.9% | $7,497-39.6% | $11,596-60.9% |