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 | $55,487 | $74,927-25.9% | $101,794-45.5% | $84,808-34.6% |
| Participation rate | 36.8% | 61.4%-24.6pp | 69.2%-32.3pp | 68.3%-31.5pp |
| Annual return | 24.01% | 18.70%+5.3pp | 30.53%-6.5pp | 40.90%-16.9pp |
| Employer contribution / active EE | $449 | $1,522-70.5% | $2,289-80.4% | $2,631-82.9% |
| Participant deferral / active EE | $1,362 | $3,099-56.1% | $4,084-66.7% | $4,212-67.7% |
| Admin fee / account holder | $2,838 | $6,514-56.4% | $8,777-67.7% | $7,344-61.4% |