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 | $51,060 | $61,272-16.7% | $149,673-65.9% | $71,457-28.5% |
| Participation rate | 29.9% | 62.5%-32.6pp | 78.8%-48.9pp | 67.9%-38.0pp |
| Annual return | 15.07% | 35.85%-20.8pp | 134.42%-119.3pp | 28.85%-13.8pp |
| Employer contribution / active EE | $602 | $2,378-74.7% | $4,818-87.5% | $2,588-76.8% |
| Participant deferral / active EE | $1,096 | $2,917-62.4% | $5,680-80.7% | $4,289-74.5% |
| Admin fee / account holder | $4,709 | $1,261+273.3% | $13,210-64.4% | $1,587+196.7% |