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 | $27,235 | $67,606-59.7% | $82,313-66.9% | $70,131-61.2% |
| Participation rate | 44.4% | 72.8%-28.3pp | 76.9%-32.4pp | 69.5%-25.1pp |
| Annual return | 18.46% | 21.57%-3.1pp | 25.88%-7.4pp | 73.14%-54.7pp |
| Employer contribution / active EE | $745 | $1,755-57.6% | $2,428-69.3% | $2,342-68.2% |
| Participant deferral / active EE | $2,367 | $2,987-20.8% | $3,706-36.1% | $3,332-29.0% |
| Admin fee / account holder | $1,204 | $4,512-73.3% | $5,608-78.5% | $4,645-74.1% |