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 | $20,077 | $47,848-58.0% | $81,478-75.4% | $70,131-71.4% |
| Participation rate | 48.0% | 58.3%-10.3pp | 68.0%-20.0pp | 69.5%-21.5pp |
| Annual return | 61.49% | 27.25%+34.2pp | 38.78%+22.7pp | 73.14%-11.7pp |
| Employer contribution / active EE | $0 | $1,527-100.0% | $2,568-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $3,932 | $2,453+60.3% | $3,537+11.2% | $3,332+18.0% |
| Admin fee / account holder | $4,565 | $3,145+45.1% | $4,561+0.1% | $4,645-1.7% |