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 | $46,468 | $101,069-54.0% | $81,478-43.0% | $147,584-68.5% |
| Participation rate | 62.5% | 74.5%-12.0pp | 68.0%-5.5pp | 82.8%-20.3pp |
| Annual return | 8.68% | 32.40%-23.7pp | 38.78%-30.1pp | 578.55%-569.9pp |
| Employer contribution / active EE | $1,290 | $3,205-59.8% | $2,568-49.8% | $4,876-73.6% |
| Participant deferral / active EE | $1,897 | $4,242-55.3% | $3,537-46.4% | $5,439-65.1% |
| Admin fee / account holder | $6,151 | $5,812+5.8% | $4,561+34.9% | $10,885-43.5% |