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 | $47,579 | $84,233-43.5% | $170,442-72.1% | $70,131-32.2% |
| Participation rate | 46.6% | 70.8%-24.2pp | 83.6%-37.0pp | 69.5%-23.0pp |
| Annual return | 13.02% | 23.06%-10.0pp | 205.93%-192.9pp | 73.14%-60.1pp |
| Employer contribution / active EE | $918 | $3,387-72.9% | $5,433-83.1% | $2,342-60.8% |
| Participant deferral / active EE | $1,415 | $3,086-54.1% | $4,939-71.3% | $3,332-57.5% |
| Admin fee / account holder | $2,029 | $5,698-64.4% | $13,880-85.4% | $4,645-56.3% |