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 | $46,849 | $49,915-6.1% | $154,803-69.7% | $74,304-36.9% |
| Participation rate | 17.3% | 54.0%-36.7pp | 78.1%-60.8pp | 60.3%-43.1pp |
| Annual return | 15.36% | 34.06%-18.7pp | 58.88%-43.5pp | 29.43%-14.1pp |
| Employer contribution / active EE | $311 | $1,611-80.7% | $4,305-92.8% | $2,241-86.1% |
| Participant deferral / active EE | $705 | $2,255-68.8% | $5,540-87.3% | $3,767-81.3% |
| Admin fee / account holder | $4,782 | $2,189+118.5% | $14,329-66.6% | $2,969+61.1% |