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 | $32,888 | $81,248-59.5% | $155,509-78.9% | $80,856-59.3% |
| Participation rate | 64.6% | 66.2%-1.6pp | 78.2%-13.6pp | 67.6%-3.1pp |
| Annual return | 11.37% | 33.31%-21.9pp | 64.67%-53.3pp | 35.59%-24.2pp |
| Employer contribution / active EE | $1,016 | $3,100-67.2% | $4,672-78.3% | $2,755-63.1% |
| Participant deferral / active EE | $1,882 | $3,452-45.5% | $5,626-66.5% | $4,296-56.2% |
| Admin fee / account holder | $1,917 | $7,997-76.0% | $15,912-88.0% | $6,918-72.3% |