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 | $23,445 | $58,512-59.9% | $84,015-72.1% | $72,985-67.9% |
| Participation rate | 65.5% | 61.2%+4.2pp | 69.0%-3.6pp | 69.5%-4.0pp |
| Annual return | 20.50% | 28.93%-8.4pp | 71.31%-50.8pp | 81.00%-60.5pp |
| Employer contribution / active EE | $745 | $1,163-35.9% | $1,983-62.4% | $2,440-69.5% |
| Participant deferral / active EE | $1,883 | $2,394-21.3% | $3,239-41.8% | $3,607-47.8% |
| Admin fee / account holder | $2,303 | $4,569-49.6% | $6,101-62.2% | $5,124-55.1% |