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 | $37,078 | $78,926-53.0% | $136,749-72.9% | $84,808-56.3% |
| Participation rate | 42.3% | 62.2%-19.9pp | 72.1%-29.8pp | 68.3%-26.0pp |
| Annual return | 15.89% | 18.17%-2.3pp | 24.33%-8.4pp | 40.90%-25.0pp |
| Employer contribution / active EE | $1,006 | $2,134-52.8% | $3,400-70.4% | $2,631-61.7% |
| Participant deferral / active EE | $1,658 | $3,168-47.7% | $4,692-64.7% | $4,212-60.6% |
| Admin fee / account holder | $3,405 | $6,369-46.5% | $11,386-70.1% | $7,344-53.6% |