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 | $32,760 | $104,974-68.8% | $95,585-65.7% | $142,382-77.0% |
| Participation rate | 47.1% | 75.0%-27.9pp | 72.1%-25.0pp | 80.1%-33.1pp |
| Annual return | 11.44% | 210.33%-198.9pp | 38.56%-27.1pp | 217.08%-205.6pp |
| Employer contribution / active EE | $819 | $2,779-70.5% | $2,527-67.6% | $4,299-81.0% |
| Participant deferral / active EE | $1,335 | $4,352-69.3% | $4,023-66.8% | $6,507-79.5% |
| Admin fee / account holder | $1,161 | $6,386-81.8% | $6,127-81.1% | $12,624-90.8% |