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 | $51,529 | $112,881-54.4% | $90,951-43.3% | $158,922-67.6% |
| Participation rate | 62.5% | 74.7%-12.2pp | 69.0%-6.5pp | 82.0%-19.5pp |
| Annual return | 11.40% | 215.79%-204.4pp | 134.60%-123.2pp | 302.83%-291.4pp |
| Employer contribution / active EE | $2,601 | $2,893-10.1% | $2,122+22.6% | $4,761-45.4% |
| Participant deferral / active EE | $4,349 | $4,128+5.4% | $3,373+28.9% | $5,982-27.3% |
| Admin fee / account holder | $1,632 | $8,041-79.7% | $5,959-72.6% | $11,246-85.5% |