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 | $21,623 | $84,233-74.3% | $170,442-87.3% | $70,131-69.2% |
| Participation rate | 44.4% | 70.8%-26.4pp | 83.6%-39.2pp | 69.5%-25.1pp |
| Annual return | 15.32% | 23.06%-7.7pp | 205.93%-190.6pp | 73.14%-57.8pp |
| Employer contribution / active EE | $429 | $3,387-87.3% | $5,433-92.1% | $2,342-81.7% |
| Participant deferral / active EE | $1,562 | $3,086-49.4% | $4,939-68.4% | $3,332-53.1% |
| Admin fee / account holder | $1,648 | $5,698-71.1% | $13,880-88.1% | $4,645-64.5% |