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 | $21,945 | $48,364-54.6% | $71,796-69.4% | $62,891-65.1% |
| Participation rate | 66.7% | 60.6%+6.0pp | 69.1%-2.4pp | 69.3%-2.6pp |
| Annual return | 6.94% | 13.16%-6.2pp | 78.04%-71.1pp | 20.14%-13.2pp |
| Employer contribution / active EE | $743 | $1,042-28.7% | $1,924-61.4% | $2,281-67.4% |
| Participant deferral / active EE | $1,725 | $2,091-17.5% | $2,794-38.3% | $3,203-46.1% |
| Admin fee / account holder | $1,342 | $3,771-64.4% | $4,815-72.1% | $4,296-68.8% |