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 | $32,299 | $110,257-70.7% | $96,544-66.5% | $139,434-76.8% |
| Participation rate | 50.0% | 78.1%-28.1pp | 76.0%-26.0pp | 80.3%-30.3pp |
| Annual return | 14.97% | 26.32%-11.3pp | 25.84%-10.9pp | 372.94%-358.0pp |
| Employer contribution / active EE | $1,523 | $3,620-57.9% | $2,965-48.6% | $4,751-67.9% |
| Participant deferral / active EE | $3,432 | $5,548-38.1% | $4,851-29.3% | $6,710-48.9% |
| Admin fee / account holder | $5,714 | $11,591-50.7% | $8,252-30.8% | $11,403-49.9% |