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 | $40,724 | $45,073-9.6% | $69,455-41.4% | $72,985-44.2% |
| Participation rate | 32.2% | 68.5%-36.3pp | 74.6%-42.4pp | 69.5%-37.3pp |
| Annual return | 23.04% | 22.65%+0.4pp | 28.97%-5.9pp | 81.00%-58.0pp |
| Employer contribution / active EE | $0 | $2,054-100.0% | $2,779-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,609 | $2,602-38.2% | $3,535-54.5% | $3,607-55.4% |
| Admin fee / account holder | $3,591 | $3,056+17.5% | $3,839-6.5% | $5,124-29.9% |