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 | $45,032 | $109,413-58.8% | $156,263-71.2% | $84,808-46.9% |
| Participation rate | 60.0% | 72.7%-12.7pp | 78.9%-18.9pp | 68.3%-8.3pp |
| Annual return | 18.46% | 20.18%-1.7pp | 59.47%-41.0pp | 40.90%-22.4pp |
| Employer contribution / active EE | $1,780 | $2,907-38.8% | $4,333-58.9% | $2,631-32.3% |
| Participant deferral / active EE | $4,698 | $4,590+2.4% | $6,158-23.7% | $4,212+11.5% |
| Admin fee / account holder | $49,862 | $9,357+432.9% | $14,255+249.8% | $7,344+579.0% |