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 | $38,968 | $51,576-24.4% | $129,207-69.8% | $80,856-51.8% |
| Participation rate | 66.7% | 57.0%+9.7pp | 69.6%-2.9pp | 67.6%-1.0pp |
| Annual return | 11.84% | 20.81%-9.0pp | 9417.33%-9405.5pp | 35.59%-23.8pp |
| Employer contribution / active EE | $2,124 | $1,584+34.1% | $4,153-48.9% | $2,755-22.9% |
| Participant deferral / active EE | $3,581 | $2,669+34.2% | $4,168-14.1% | $4,296-16.6% |
| Admin fee / account holder | $5,118 | $4,305+18.9% | $7,715-33.7% | $6,918-26.0% |