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 | $48,046-1.0% | $84,611-43.8% | $72,985-34.8% |
| Participation rate | 21.9% | 57.6%-35.7pp | 68.2%-46.4pp | 69.5%-47.6pp |
| Annual return | 28.25% | 37.38%-9.1pp | 258.74%-230.5pp | 81.00%-52.8pp |
| Employer contribution / active EE | $709 | $1,602-55.7% | $2,652-73.3% | $2,440-70.9% |
| Participant deferral / active EE | $1,698 | $2,680-36.7% | $3,899-56.5% | $3,607-52.9% |
| Admin fee / account holder | $766 | $3,395-77.4% | $4,912-84.4% | $5,124-85.1% |