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 | $30,777 | $32,037-3.9% | $69,182-55.5% | $62,891-51.1% |
| Participation rate | 56.4% | 43.4%+13.0pp | 55.1%+1.3pp | 69.3%-12.9pp |
| Annual return | 7.20% | 15.16%-8.0pp | -21.93%+29.1pp | 20.14%-12.9pp |
| Employer contribution / active EE | $788 | $679+16.1% | $1,206-34.6% | $2,281-65.4% |
| Participant deferral / active EE | $2,613 | $1,185+120.5% | $1,897+37.8% | $3,203-18.4% |
| Admin fee / account holder | $1,204 | $2,608-53.9% | $2,697-55.4% | $4,296-72.0% |