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 | $29,940 | $55,706-46.3% | $75,886-60.5% | $72,985-59.0% |
| Participation rate | 39.7% | 61.1%-21.4pp | 69.3%-29.6pp | 69.5%-29.8pp |
| Annual return | 27.36% | 27.59%-0.2pp | 30.76%-3.4pp | 81.00%-53.6pp |
| Employer contribution / active EE | $823 | $1,687-51.2% | $2,500-67.1% | $2,440-66.3% |
| Participant deferral / active EE | $2,249 | $2,634-14.6% | $3,603-37.6% | $3,607-37.6% |
| Admin fee / account holder | $3,417 | $3,978-14.1% | $5,418-36.9% | $5,124-33.3% |