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 | $14,113 | $36,767-61.6% | $81,478-82.7% | $62,292-77.3% |
| Participation rate | 52.1% | 54.4%-2.4pp | 68.0%-15.9pp | 69.5%-17.4pp |
| Annual return | 14.71% | 173.80%-159.1pp | 38.78%-24.1pp | 28.90%-14.2pp |
| Employer contribution / active EE | $535 | $1,128-52.6% | $2,568-79.2% | $2,042-73.8% |
| Participant deferral / active EE | $713 | $2,111-66.2% | $3,537-79.8% | $3,169-77.5% |
| Admin fee / account holder | $654 | $797-17.9% | $4,561-85.7% | $479+36.5% |