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 | $41,522 | $99,341-58.2% | $84,750-51.0% | $273,961-84.8% |
| Participation rate | 60.0% | 80.7%-20.7pp | 76.6%-16.6pp | 83.0%-23.0pp |
| Annual return | 9.76% | 22.93%-13.2pp | 22.78%-13.0pp | 41.45%-31.7pp |
| Employer contribution / active EE | $928 | $4,214-78.0% | $3,574-74.0% | $4,869-80.9% |
| Participant deferral / active EE | $2,239 | $4,269-47.6% | $3,712-39.7% | $5,287-57.7% |
| Admin fee / account holder | $14,974 | $6,644+125.4% | $5,332+180.8% | $10,132+47.8% |