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 | $29,305 | $48,750-39.9% | $88,946-67.1% | $74,304-60.6% |
| Participation rate | 62.4% | 44.5%+17.9pp | 68.8%-6.5pp | 60.3%+2.0pp |
| Annual return | 14.35% | 25.91%-11.6pp | 57.82%-43.5pp | 29.43%-15.1pp |
| Employer contribution / active EE | $1,794 | $1,255+43.0% | $2,555-29.8% | $2,241-19.9% |
| Participant deferral / active EE | $3,067 | $2,423+26.6% | $4,581-33.1% | $3,767-18.6% |
| Admin fee / account holder | $1,882 | $3,756-49.9% | $8,261-77.2% | $2,969-36.6% |