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 | $41,601 | $49,915-16.7% | $154,803-73.1% | $74,304-44.0% |
| Participation rate | 15.0% | 54.0%-38.9pp | 78.1%-63.0pp | 60.3%-45.3pp |
| Annual return | 14.86% | 34.06%-19.2pp | 58.88%-44.0pp | 29.43%-14.6pp |
| Employer contribution / active EE | $348 | $1,611-78.4% | $4,305-91.9% | $2,241-84.5% |
| Participant deferral / active EE | $836 | $2,255-62.9% | $5,540-84.9% | $3,767-77.8% |
| Admin fee / account holder | $10,408 | $2,189+375.5% | $14,329-27.4% | $2,969+250.6% |