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 | $34,143 | $124,281-72.5% | $109,143-68.7% | $167,490-79.6% |
| Participation rate | 47.1% | 79.4%-32.4pp | 75.9%-28.8pp | 82.1%-35.0pp |
| Annual return | 12.84% | 26.04%-13.2pp | 25.75%-12.9pp | 478.56%-465.7pp |
| Employer contribution / active EE | $2,037 | $4,207-51.6% | $3,722-45.3% | $4,837-57.9% |
| Participant deferral / active EE | $3,991 | $5,255-24.1% | $4,653-14.2% | $6,341-37.1% |
| Admin fee / account holder | $14,280 | $7,970+79.2% | $6,752+111.5% | $12,309+16.0% |