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 | $16,739 | $37,426-55.3% | $77,482-78.4% | $79,858-79.0% |
| Participation rate | 42.4% | 41.5%+0.9pp | 54.2%-11.8pp | 69.6%-27.2pp |
| Annual return | 13.65% | 39.70%-26.1pp | 54.79%-41.1pp | 31.71%-18.1pp |
| Employer contribution / active EE | $562 | $637-11.7% | $986-43.0% | $2,471-77.3% |
| Participant deferral / active EE | $1,184 | $1,260-6.0% | $1,861-36.4% | $3,740-68.3% |
| Admin fee / account holder | $3,939 | $2,504+57.3% | $2,858+37.8% | $5,306-25.8% |