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 | $46,965 | $49,915-5.9% | $154,803-69.7% | $74,304-36.8% |
| Participation rate | 49.2% | 54.0%-4.7pp | 78.1%-28.8pp | 60.3%-11.1pp |
| Annual return | 16.04% | 34.06%-18.0pp | 58.88%-42.8pp | 29.43%-13.4pp |
| Employer contribution / active EE | $568 | $1,611-64.8% | $4,305-86.8% | $2,241-74.7% |
| Participant deferral / active EE | $1,518 | $2,255-32.7% | $5,540-72.6% | $3,767-59.7% |
| Admin fee / account holder | $1,140 | $2,189-47.9% | $14,329-92.0% | $2,969-61.6% |