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 | $74,422 | $101,724-26.8% | $164,813-54.8% | $80,856-8.0% |
| Participation rate | 64.0% | 71.8%-7.8pp | 78.6%-14.6pp | 67.6%-3.6pp |
| Annual return | 12.86% | 16.72%-3.9pp | 69.93%-57.1pp | 35.59%-22.7pp |
| Employer contribution / active EE | $1,312 | $2,953-55.6% | $4,341-69.8% | $2,755-52.4% |
| Participant deferral / active EE | $2,243 | $4,477-49.9% | $6,031-62.8% | $4,296-47.8% |
| Admin fee / account holder | $10,456 | $8,227+27.1% | $12,690-17.6% | $6,918+51.1% |