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 | $46,076 | $176,812-73.9% | $146,665-68.6% | $167,490-72.5% |
| Participation rate | 69.6% | 83.6%-14.1pp | 80.1%-10.5pp | 82.1%-12.5pp |
| Annual return | 11.24% | 24.03%-12.8pp | 22.74%-11.5pp | 478.56%-467.3pp |
| Employer contribution / active EE | $2,109 | $5,160-59.1% | $4,136-49.0% | $4,837-56.4% |
| Participant deferral / active EE | $3,644 | $6,440-43.4% | $5,506-33.8% | $6,341-42.5% |
| Admin fee / account holder | $1,622 | $13,259-87.8% | $10,280-84.2% | $12,309-86.8% |