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 | $21,445 | $80,717-73.4% | $154,803-86.1% | $84,808-74.7% |
| Participation rate | 63.6% | 66.8%-3.2pp | 78.1%-14.4pp | 68.3%-4.7pp |
| Annual return | 16.88% | 37.96%-21.1pp | 58.88%-42.0pp | 40.90%-24.0pp |
| Employer contribution / active EE | $695 | $2,761-74.8% | $4,305-83.9% | $2,631-73.6% |
| Participant deferral / active EE | $1,163 | $3,303-64.8% | $5,540-79.0% | $4,212-72.4% |
| Admin fee / account holder | $2,022 | $6,746-70.0% | $14,329-85.9% | $7,344-72.5% |