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 | $55,019 | $78,422-29.8% | $95,952-42.7% | $79,858-31.1% |
| Participation rate | 63.6% | 73.5%-9.8pp | 77.1%-13.4pp | 69.6%-6.0pp |
| Annual return | 13.40% | 19.37%-6.0pp | 91.61%-78.2pp | 31.71%-18.3pp |
| Employer contribution / active EE | $645 | $1,945-66.8% | $2,541-74.6% | $2,471-73.9% |
| Participant deferral / active EE | $2,736 | $3,440-20.5% | $4,167-34.3% | $3,740-26.8% |
| Admin fee / account holder | $13,212 | $5,622+135.0% | $6,795+94.4% | $5,306+149.0% |