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 | $31,675 | $62,573-49.4% | $85,682-63.0% | $85,850-63.1% |
| Participation rate | 69.6% | 61.1%+8.5pp | 69.9%-0.2pp | 69.3%+0.3pp |
| Annual return | 11.62% | 23.77%-12.2pp | 21.49%-9.9pp | 318.53%-306.9pp |
| Employer contribution / active EE | $1,494 | $1,757-15.0% | $2,618-43.0% | $2,565-41.8% |
| Participant deferral / active EE | $2,567 | $2,802-8.4% | $3,923-34.5% | $3,952-35.0% |
| Admin fee / account holder | $1,152 | $4,640-75.2% | $6,873-83.2% | $6,260-81.6% |