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 | $39,739 | $106,890-62.8% | $84,015-52.7% | $152,861-74.0% |
| Participation rate | 62.5% | 75.2%-12.7pp | 69.0%-6.5pp | 82.4%-19.9pp |
| Annual return | 15.39% | 104.99%-89.6pp | 71.31%-55.9pp | 345.32%-329.9pp |
| Employer contribution / active EE | $1,689 | $2,734-38.2% | $1,983-14.9% | $4,762-64.5% |
| Participant deferral / active EE | $2,450 | $4,011-38.9% | $3,239-24.3% | $5,850-58.1% |
| Admin fee / account holder | $1,470 | $8,285-82.3% | $6,101-75.9% | $11,596-87.3% |