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 | $61,738 | $100,923-38.8% | $150,045-58.9% | $74,304-16.9% |
| Participation rate | 56.7% | 70.1%-13.4pp | 82.3%-25.6pp | 60.3%-3.6pp |
| Annual return | 16.45% | 51.77%-35.3pp | 62.55%-46.1pp | 29.43%-13.0pp |
| Employer contribution / active EE | $2,155 | $3,463-37.8% | $4,693-54.1% | $2,241-3.8% |
| Participant deferral / active EE | $4,743 | $6,709-29.3% | $7,997-40.7% | $3,767+25.9% |
| Admin fee / account holder | $8,549 | $2,767+209.0% | $13,435-36.4% | $2,969+188.0% |