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 | $43,514 | $109,327-60.2% | $89,391-51.3% | $158,922-72.6% |
| Participation rate | 31.8% | 74.3%-42.4pp | 68.0%-36.2pp | 82.0%-50.1pp |
| Annual return | 13.00% | 345.68%-332.7pp | 245.62%-232.6pp | 302.83%-289.8pp |
| Employer contribution / active EE | $755 | $3,170-76.2% | $2,586-70.8% | $4,761-84.2% |
| Participant deferral / active EE | $1,997 | $4,598-56.6% | $3,890-48.7% | $5,982-66.6% |
| Admin fee / account holder | $331 | $6,153-94.6% | $4,881-93.2% | $11,246-97.1% |