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 | $30,708 | $54,541-43.7% | $78,778-61.0% | $70,131-56.2% |
| Participation rate | 46.3% | 60.8%-14.5pp | 69.2%-22.9pp | 69.5%-23.2pp |
| Annual return | 17.16% | 21.07%-3.9pp | 35.62%-18.5pp | 73.14%-56.0pp |
| Employer contribution / active EE | $896 | $1,089-17.7% | $1,986-54.9% | $2,342-61.7% |
| Participant deferral / active EE | $1,973 | $2,210-10.7% | $2,958-33.3% | $3,332-40.8% |
| Admin fee / account holder | $2,077 | $3,709-44.0% | $5,134-59.5% | $4,645-55.3% |