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 | $21,606 | $90,503-76.1% | $78,689-72.5% | $273,961-92.1% |
| Participation rate | 57.1% | 76.5%-19.4pp | 73.6%-16.4pp | 83.0%-25.9pp |
| Annual return | 6.15% | 75.60%-69.5pp | 62.18%-56.0pp | 41.45%-35.3pp |
| Employer contribution / active EE | $2,143 | $3,176-32.5% | $2,851-24.8% | $4,869-56.0% |
| Participant deferral / active EE | $4,222 | $3,901+8.2% | $3,517+20.1% | $5,287-20.1% |
| Admin fee / account holder | $7,428 | $5,263+41.1% | $4,510+64.7% | $10,132-26.7% |