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 | $33,615 | $58,828-42.9% | $77,999-56.9% | $62,891-46.5% |
| Participation rate | 58.0% | 71.1%-13.1pp | 75.5%-17.6pp | 69.3%-11.3pp |
| Annual return | 5.31% | 17.16%-11.9pp | 425.96%-420.7pp | 20.14%-14.8pp |
| Employer contribution / active EE | $1,004 | $1,672-39.9% | $2,470-59.3% | $2,281-56.0% |
| Participant deferral / active EE | $1,846 | $2,686-31.3% | $3,497-47.2% | $3,203-42.4% |
| Admin fee / account holder | $3,225 | $4,393-26.6% | $5,480-41.2% | $4,296-24.9% |