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 5-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 | $44,365 | $86,944-49.0% | $107,525-58.7% | $74,304-40.3% |
| Participation rate | 28.8% | 59.6%-30.8pp | 75.1%-46.3pp | 60.3%-31.6pp |
| Annual return | 18.04% | 23.52%-5.5pp | 181.32%-163.3pp | 29.43%-11.4pp |
| Employer contribution / active EE | $1,194 | $2,757-56.7% | $3,754-68.2% | $2,241-46.7% |
| Participant deferral / active EE | $2,308 | $3,554-35.0% | $5,116-54.9% | $3,767-38.7% |
| Admin fee / account holder | $16,562 | $3,727+344.4% | $8,919+85.7% | $2,969+457.9% |