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 | $35,736 | $72,277-50.6% | $101,248-64.7% | $79,858-55.3% |
| Participation rate | 30.0% | 68.5%-38.5pp | 75.8%-45.8pp | 69.6%-39.6pp |
| Annual return | 17.50% | 22.30%-4.8pp | 46.47%-29.0pp | 31.71%-14.2pp |
| Employer contribution / active EE | $1,102 | $2,692-59.0% | $3,660-69.9% | $2,471-55.4% |
| Participant deferral / active EE | $2,463 | $3,282-24.9% | $4,370-43.6% | $3,740-34.1% |
| Admin fee / account holder | $1,180 | $4,400-73.2% | $5,945-80.2% | $5,306-77.8% |