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 | $38,437 | $116,175-66.9% | $93,606-58.9% | $152,861-74.9% |
| Participation rate | 41.2% | 78.0%-36.9pp | 75.8%-34.7pp | 82.4%-41.3pp |
| Annual return | 26.39% | 35.96%-9.6pp | 32.76%-6.4pp | 345.32%-318.9pp |
| Employer contribution / active EE | $816 | $3,218-74.6% | $2,718-70.0% | $4,762-82.9% |
| Participant deferral / active EE | $2,726 | $4,603-40.8% | $4,069-33.0% | $5,850-53.4% |
| Admin fee / account holder | $1,122 | $10,748-89.6% | $7,888-85.8% | $11,596-90.3% |