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 | $48,387 | $77,899-37.9% | $149,673-67.7% | $75,163-35.6% |
| Participation rate | 50.0% | 65.6%-15.6pp | 78.8%-28.8pp | 67.2%-17.2pp |
| Annual return | 13.78% | 31.72%-17.9pp | 134.42%-120.6pp | 160.62%-146.8pp |
| Employer contribution / active EE | $736 | $3,137-76.5% | $4,818-84.7% | $2,670-72.4% |
| Participant deferral / active EE | $1,250 | $3,411-63.4% | $5,680-78.0% | $4,125-69.7% |
| Admin fee / account holder | $4,847 | $5,956-18.6% | $13,210-63.3% | $5,651-14.2% |