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 | $53,088 | $65,365-18.8% | $92,893-42.9% | $72,985-27.3% |
| Participation rate | 28.6% | 68.3%-39.7pp | 76.0%-47.4pp | 69.5%-40.9pp |
| Annual return | 22.01% | 42.10%-20.1pp | 109.41%-87.4pp | 81.00%-59.0pp |
| Employer contribution / active EE | $638 | $2,594-75.4% | $3,653-82.5% | $2,440-73.9% |
| Participant deferral / active EE | $2,078 | $3,128-33.6% | $4,236-50.9% | $3,607-42.4% |
| Admin fee / account holder | $3,314 | $4,251-22.0% | $5,794-42.8% | $5,124-35.3% |