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 | $9,236 | $54,705-83.1% | $71,209-87.0% | $84,808-89.1% |
| Participation rate | 40.0% | 64.1%-24.1pp | 73.8%-33.8pp | 68.3%-28.3pp |
| Annual return | 16.55% | 35.90%-19.3pp | 282.51%-266.0pp | 40.90%-24.3pp |
| Employer contribution / active EE | $459 | $2,158-78.7% | $2,721-83.1% | $2,631-82.6% |
| Participant deferral / active EE | $641 | $3,030-78.9% | $4,175-84.7% | $4,212-84.8% |
| Admin fee / account holder | $2,987 | $4,863-38.6% | $5,349-44.1% | $7,344-59.3% |