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 | $49,358 | $80,717-38.9% | $154,803-68.1% | $84,808-41.8% |
| Participation rate | 55.0% | 66.8%-11.8pp | 78.1%-23.1pp | 68.3%-13.3pp |
| Annual return | 15.79% | 37.96%-22.2pp | 58.88%-43.1pp | 40.90%-25.1pp |
| Employer contribution / active EE | $1,681 | $2,761-39.1% | $4,305-61.0% | $2,631-36.1% |
| Participant deferral / active EE | $2,662 | $3,303-19.4% | $5,540-52.0% | $4,212-36.8% |
| Admin fee / account holder | $6,972 | $6,746+3.4% | $14,329-51.3% | $7,344-5.1% |