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 | $25,801 | $80,717-68.0% | $154,803-83.3% | $84,808-69.6% |
| Participation rate | 38.9% | 66.8%-27.9pp | 78.1%-39.2pp | 68.3%-29.4pp |
| Annual return | 16.13% | 37.96%-21.8pp | 58.88%-42.8pp | 40.90%-24.8pp |
| Employer contribution / active EE | $718 | $2,761-74.0% | $4,305-83.3% | $2,631-72.7% |
| Participant deferral / active EE | $941 | $3,303-71.5% | $5,540-83.0% | $4,212-77.7% |
| Admin fee / account holder | $2,296 | $6,746-66.0% | $14,329-84.0% | $7,344-68.7% |