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 | $48,634 | $86,944-44.1% | $107,525-54.8% | $74,304-34.5% |
| Participation rate | 24.3% | 59.6%-35.2pp | 75.1%-50.7pp | 60.3%-36.0pp |
| Annual return | 29.51% | 23.52%+6.0pp | 181.32%-151.8pp | 29.43%+0.1pp |
| Employer contribution / active EE | $711 | $2,757-74.2% | $3,754-81.1% | $2,241-68.3% |
| Participant deferral / active EE | $1,598 | $3,554-55.0% | $5,116-68.8% | $3,767-57.6% |
| Admin fee / account holder | $5,733 | $3,727+53.8% | $8,919-35.7% | $2,969+93.1% |