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 | $13,761 | $60,892-77.4% | $82,389-83.3% | $84,808-83.8% |
| Participation rate | 53.6% | 63.3%-9.7pp | 69.5%-16.0pp | 68.3%-14.7pp |
| Annual return | 13.18% | 37.29%-24.1pp | 28.67%-15.5pp | 40.90%-27.7pp |
| Employer contribution / active EE | $605 | $1,779-66.0% | $2,517-75.9% | $2,631-77.0% |
| Participant deferral / active EE | $1,252 | $3,179-60.6% | $4,155-69.9% | $4,212-70.3% |
| Admin fee / account holder | $578 | $5,467-89.4% | $7,231-92.0% | $7,344-92.1% |