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 5-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 | $28,536 | $99,918-71.4% | $81,382-64.9% | $145,922-80.4% |
| Participation rate | 52.6% | 74.2%-21.5pp | 69.5%-16.9pp | 80.3%-27.6pp |
| Annual return | 11.99% | 34.32%-22.3pp | 24.73%-12.7pp | 561.29%-549.3pp |
| Employer contribution / active EE | $550 | $2,978-81.5% | $2,463-77.7% | $4,660-88.2% |
| Participant deferral / active EE | $1,639 | $4,605-64.4% | $3,883-57.8% | $6,688-75.5% |
| Admin fee / account holder | $1,806 | $8,212-78.0% | $5,768-68.7% | $13,397-86.5% |