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 | $15,509 | $91,190-83.0% | $178,490-91.3% | $79,858-80.6% |
| Participation rate | 38.3% | 69.2%-30.9pp | 81.9%-43.6pp | 69.6%-31.3pp |
| Annual return | 14.74% | 24.19%-9.4pp | 151.07%-136.3pp | 31.71%-17.0pp |
| Employer contribution / active EE | $613 | $3,256-81.2% | $5,011-87.8% | $2,471-75.2% |
| Participant deferral / active EE | $1,727 | $3,236-46.6% | $5,202-66.8% | $3,740-53.8% |
| Admin fee / account holder | $8,435 | $6,751+25.0% | $13,984-39.7% | $5,306+59.0% |