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 | $32,230 | $72,012-55.2% | $185,823-82.7% | $79,858-59.6% |
| Participation rate | 41.2% | 65.8%-24.6pp | 78.0%-36.9pp | 69.6%-28.5pp |
| Annual return | 15.79% | 23.12%-7.3pp | 35.95%-20.2pp | 31.71%-15.9pp |
| Employer contribution / active EE | $681 | $1,965-65.4% | $4,087-83.3% | $2,471-72.5% |
| Participant deferral / active EE | $1,747 | $3,779-53.8% | $5,632-69.0% | $3,740-53.3% |
| Admin fee / account holder | $607 | $4,513-86.5% | $9,500-93.6% | $5,306-88.6% |