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 | $65,652 | $135,952-51.7% | $123,892-47.0% | $273,961-76.0% |
| Participation rate | 33.3% | 84.1%-50.7pp | 81.4%-48.1pp | 83.0%-49.7pp |
| Annual return | 5.49% | 56.63%-51.1pp | 47.52%-42.0pp | 41.45%-36.0pp |
| Employer contribution / active EE | $2,546 | $5,170-50.8% | $4,617-44.9% | $4,869-47.7% |
| Participant deferral / active EE | $7,983 | $6,343+25.9% | $5,984+33.4% | $5,287+51.0% |
| Admin fee / account holder | $465 | $9,817-95.3% | $8,357-94.4% | $10,132-95.4% |