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 | $27,272 | $80,717-66.2% | $154,803-82.4% | $84,808-67.8% |
| Participation rate | 58.9% | 66.8%-7.9pp | 78.1%-19.1pp | 68.3%-9.4pp |
| Annual return | 16.72% | 37.96%-21.2pp | 58.88%-42.2pp | 40.90%-24.2pp |
| Employer contribution / active EE | $1,368 | $2,761-50.5% | $4,305-68.2% | $2,631-48.0% |
| Participant deferral / active EE | $2,699 | $3,303-18.3% | $5,540-51.3% | $4,212-35.9% |
| Admin fee / account holder | $2,148 | $6,746-68.2% | $14,329-85.0% | $7,344-70.8% |