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 | $23,523 | $37,426-37.1% | $77,482-69.6% | $79,858-70.5% |
| Participation rate | 46.9% | 41.5%+5.4pp | 54.2%-7.3pp | 69.6%-22.8pp |
| Annual return | 15.74% | 39.70%-24.0pp | 54.79%-39.0pp | 31.71%-16.0pp |
| Employer contribution / active EE | $831 | $637+30.6% | $986-15.7% | $2,471-66.4% |
| Participant deferral / active EE | $1,294 | $1,260+2.7% | $1,861-30.5% | $3,740-65.4% |
| Admin fee / account holder | $1,136 | $2,504-54.6% | $2,858-60.2% | $5,306-78.6% |