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 | $73,724 | $93,571-21.2% | $135,903-45.8% | $75,163-1.9% |
| Participation rate | 65.7% | 75.2%-9.5pp | 81.9%-16.2pp | 67.2%-1.5pp |
| Annual return | 15.83% | 30.90%-15.1pp | 68.23%-52.4pp | 160.62%-144.8pp |
| Employer contribution / active EE | $1,843 | $3,537-47.9% | $4,856-62.1% | $2,670-31.0% |
| Participant deferral / active EE | $3,913 | $6,404-38.9% | $7,758-49.6% | $4,125-5.1% |
| Admin fee / account holder | $1,582 | $6,975-77.3% | $10,762-85.3% | $5,651-72.0% |