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 | $39,014 | $64,324-39.3% | $118,925-67.2% | $79,858-51.1% |
| Participation rate | 53.6% | 64.9%-11.3pp | 75.4%-21.8pp | 69.6%-16.1pp |
| Annual return | 13.96% | 86.45%-72.5pp | 35.88%-21.9pp | 31.71%-17.8pp |
| Employer contribution / active EE | $530 | $1,836-71.1% | $3,263-83.8% | $2,471-78.5% |
| Participant deferral / active EE | $1,361 | $2,824-51.8% | $4,265-68.1% | $3,740-63.6% |
| Admin fee / account holder | $1,427 | $4,040-64.7% | $6,581-78.3% | $5,306-73.1% |