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 | $25,068 | $103,376-75.8% | $87,100-71.2% | $152,861-83.6% |
| Participation rate | 47.8% | 79.3%-31.5pp | 76.9%-29.0pp | 82.4%-34.6pp |
| Annual return | 22.86% | 28.10%-5.2pp | 28.19%-5.3pp | 345.32%-322.5pp |
| Employer contribution / active EE | $803 | $3,220-75.1% | $2,521-68.2% | $4,762-83.1% |
| Participant deferral / active EE | $1,585 | $4,778-66.8% | $4,049-60.8% | $5,850-72.9% |
| Admin fee / account holder | $3,240 | $12,205-73.5% | $7,497-56.8% | $11,596-72.1% |