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 | $73,783 | $39,122+88.6% | $57,179+29.0% | $62,891+17.3% |
| Participation rate | 13.2% | 70.5%-57.3pp | 75.3%-62.2pp | 69.3%-56.1pp |
| Annual return | 3.82% | 9.23%-5.4pp | 14.59%-10.8pp | 20.14%-16.3pp |
| Employer contribution / active EE | $387 | $1,874-79.3% | $2,682-85.6% | $2,281-83.0% |
| Participant deferral / active EE | $927 | $2,374-60.9% | $3,096-70.1% | $3,203-71.1% |
| Admin fee / account holder | $21,649 | $2,592+735.2% | $3,139+589.7% | $4,296+404.0% |