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 | $39,842 | $109,881-63.7% | $150,045-73.4% | $84,808-53.0% |
| Participation rate | 42.6% | 76.1%-33.5pp | 82.3%-39.8pp | 68.3%-25.8pp |
| Annual return | 21.03% | 28.25%-7.2pp | 62.55%-41.5pp | 40.90%-19.9pp |
| Employer contribution / active EE | $851 | $3,561-76.1% | $4,693-81.9% | $2,631-67.7% |
| Participant deferral / active EE | $2,668 | $6,636-59.8% | $7,997-66.6% | $4,212-36.6% |
| Admin fee / account holder | $4,434 | $8,568-48.3% | $13,435-67.0% | $7,344-39.6% |