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 | $52,270 | $50,982+2.5% | $154,803-66.2% | $85,563-38.9% |
| Participation rate | 13.0% | 59.8%-46.8pp | 78.1%-65.1pp | 66.0%-53.0pp |
| Annual return | 18.52% | 30.35%-11.8pp | 58.88%-40.4pp | 31.51%-13.0pp |
| Employer contribution / active EE | $357 | $1,708-79.1% | $4,305-91.7% | $2,654-86.5% |
| Participant deferral / active EE | $791 | $2,474-68.0% | $5,540-85.7% | $4,375-81.9% |
| Admin fee / account holder | $1,894 | $846+123.9% | $14,329-86.8% | $834+127.0% |