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 | $35,696 | $43,327-17.6% | $59,878-40.4% | $64,186-44.4% |
| Participation rate | 40.6% | 69.2%-28.5pp | 74.7%-34.1pp | 69.6%-28.9pp |
| Annual return | 8.74% | -1.55%+10.3pp | 3.46%+5.3pp | 7.63%+1.1pp |
| Employer contribution / active EE | $894 | $2,028-55.9% | $2,722-67.2% | $2,381-62.5% |
| Participant deferral / active EE | $2,082 | $2,546-18.2% | $3,402-38.8% | $3,470-40.0% |
| Admin fee / account holder | $7,794 | $3,005+159.4% | $3,590+117.1% | $4,888+59.4% |