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 | $62,800 | $91,538-31.4% | $129,995-51.7% | $75,163-16.4% |
| Participation rate | 58.9% | 71.4%-12.5pp | 78.5%-19.6pp | 67.2%-8.3pp |
| Annual return | 17.56% | -631.11%+648.7pp | -137.18%+154.7pp | 160.62%-143.1pp |
| Employer contribution / active EE | $992 | $2,845-65.1% | $4,320-77.0% | $2,670-62.8% |
| Participant deferral / active EE | $2,235 | $4,341-48.5% | $5,820-61.6% | $4,125-45.8% |
| Admin fee / account holder | $3,492 | $6,790-48.6% | $10,614-67.1% | $5,651-38.2% |