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 9-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 | $34,031 | $48,750-30.2% | $88,946-61.7% | $74,304-54.2% |
| Participation rate | 13.9% | 44.5%-30.5pp | 68.8%-54.9pp | 60.3%-46.4pp |
| Annual return | 17.71% | 25.91%-8.2pp | 57.82%-40.1pp | 29.43%-11.7pp |
| Employer contribution / active EE | $188 | $1,255-85.1% | $2,555-92.7% | $2,241-91.6% |
| Participant deferral / active EE | $1,137 | $2,423-53.1% | $4,581-75.2% | $3,767-69.8% |
| Admin fee / account holder | $1,894 | $3,756-49.6% | $8,261-77.1% | $2,969-36.2% |