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 | $20,637 | $153,311-86.5% | $109,313-81.1% | $273,961-92.5% |
| Participation rate | 58.8% | 80.1%-21.3pp | 71.3%-12.4pp | 83.0%-24.2pp |
| Annual return | 2.12% | 29.86%-27.7pp | 22.07%-20.0pp | 41.45%-39.3pp |
| Employer contribution / active EE | $863 | $5,619-84.6% | $3,892-77.8% | $4,869-82.3% |
| Participant deferral / active EE | $1,652 | $3,932-58.0% | $3,166-47.8% | $5,287-68.7% |
| Admin fee / account holder | $36,314 | $8,076+349.7% | $5,666+540.9% | $10,132+258.4% |