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 | $43,446 | $79,171-45.1% | $102,423-57.6% | $74,495-41.7% |
| Participation rate | 69.7% | 74.8%-5.1pp | 76.5%-6.8pp | 67.2%+2.5pp |
| Annual return | 11.80% | 54.93%-43.1pp | 29.32%-17.5pp | 1364.94%-1353.1pp |
| Employer contribution / active EE | $2,145 | $2,362-9.2% | $3,023-29.0% | $2,623-18.2% |
| Participant deferral / active EE | $3,541 | $4,415-19.8% | $5,053-29.9% | $4,346-18.5% |
| Admin fee / account holder | $2,562 | $2,001+28.0% | $9,451-72.9% | $1,942+31.9% |