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 | $18,629 | $45,073-58.7% | $69,455-73.2% | $72,985-74.5% |
| Participation rate | 56.4% | 68.5%-12.1pp | 74.6%-18.2pp | 69.5%-13.1pp |
| Annual return | 13.26% | 22.65%-9.4pp | 28.97%-15.7pp | 81.00%-67.7pp |
| Employer contribution / active EE | $778 | $2,054-62.1% | $2,779-72.0% | $2,440-68.1% |
| Participant deferral / active EE | $1,155 | $2,602-55.6% | $3,535-67.3% | $3,607-68.0% |
| Admin fee / account holder | $2,556 | $3,056-16.4% | $3,839-33.4% | $5,124-50.1% |