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 | $29,780 | $73,933-59.7% | $96,683-69.2% | $75,163-60.4% |
| Participation rate | 48.1% | 66.4%-18.3pp | 74.3%-26.2pp | 67.2%-19.0pp |
| Annual return | 17.50% | 26.70%-9.2pp | 35.69%-18.2pp | 160.62%-143.1pp |
| Employer contribution / active EE | $0 | $2,928-100.0% | $3,737-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $1,901 | $3,659-48.0% | $4,878-61.0% | $4,125-53.9% |
| Admin fee / account holder | $2,640 | $5,216-49.4% | $6,730-60.8% | $5,651-53.3% |