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 | $46,916 | $70,428-33.4% | $96,562-51.4% | $85,850-45.4% |
| Participation rate | 58.2% | 61.8%-3.6pp | 69.8%-11.6pp | 69.3%-11.1pp |
| Annual return | 11.48% | 18.59%-7.1pp | 37.78%-26.3pp | 318.53%-307.1pp |
| Employer contribution / active EE | $1,262 | $1,413-10.7% | $2,356-46.4% | $2,565-50.8% |
| Participant deferral / active EE | $3,104 | $2,894+7.3% | $3,849-19.3% | $3,952-21.4% |
| Admin fee / account holder | $16,010 | $4,997+220.4% | $6,181+159.0% | $6,260+155.8% |