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 | $33,024 | $91,190-63.8% | $178,490-81.5% | $79,858-58.6% |
| Participation rate | 27.8% | 69.2%-41.4pp | 81.9%-54.1pp | 69.6%-41.9pp |
| Annual return | 10.29% | 24.19%-13.9pp | 151.07%-140.8pp | 31.71%-21.4pp |
| Employer contribution / active EE | $794 | $3,256-75.6% | $5,011-84.2% | $2,471-67.9% |
| Participant deferral / active EE | $1,791 | $3,236-44.7% | $5,202-65.6% | $3,740-52.1% |
| Admin fee / account holder | $1,275 | $6,751-81.1% | $13,984-90.9% | $5,306-76.0% |