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 | $19,165 | $77,899-75.4% | $149,673-87.2% | $75,163-74.5% |
| Participation rate | 37.5% | 65.6%-28.1pp | 78.8%-41.3pp | 67.2%-29.7pp |
| Annual return | 16.83% | 31.72%-14.9pp | 134.42%-117.6pp | 160.62%-143.8pp |
| Employer contribution / active EE | $491 | $3,137-84.4% | $4,818-89.8% | $2,670-81.6% |
| Participant deferral / active EE | $1,301 | $3,411-61.8% | $5,680-77.1% | $4,125-68.5% |
| Admin fee / account holder | $2,337 | $5,956-60.8% | $13,210-82.3% | $5,651-58.6% |