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 | $34,378 | $65,365-47.4% | $92,893-63.0% | $72,985-52.9% |
| Participation rate | 65.4% | 68.3%-2.9pp | 76.0%-10.6pp | 69.5%-4.1pp |
| Annual return | 20.41% | 42.10%-21.7pp | 109.41%-89.0pp | 81.00%-60.6pp |
| Employer contribution / active EE | $965 | $2,594-62.8% | $3,653-73.6% | $2,440-60.5% |
| Participant deferral / active EE | $1,650 | $3,128-47.3% | $4,236-61.1% | $3,607-54.3% |
| Admin fee / account holder | $630 | $4,251-85.2% | $5,794-89.1% | $5,124-87.7% |