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 | $73,437 | $78,672-6.7% | $109,143-32.7% | $85,850-14.5% |
| Participation rate | 65.3% | 68.3%-2.9pp | 75.9%-10.5pp | 69.3%-4.0pp |
| Annual return | 11.89% | 25.09%-13.2pp | 25.75%-13.9pp | 318.53%-306.6pp |
| Employer contribution / active EE | $1,734 | $2,735-36.6% | $3,722-53.4% | $2,565-32.4% |
| Participant deferral / active EE | $2,923 | $3,467-15.7% | $4,653-37.2% | $3,952-26.0% |
| Admin fee / account holder | $5,250 | $5,469-4.0% | $6,752-22.2% | $6,260-16.1% |