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 | $40,623 | $52,836-23.1% | $105,738-61.6% | $64,186-36.7% |
| Participation rate | 48.3% | 66.5%-18.3pp | 76.3%-28.1pp | 69.6%-21.3pp |
| Annual return | -3.50% | 14.30%-17.8pp | 6.27%-9.8pp | 7.63%-11.1pp |
| Employer contribution / active EE | $826 | $1,827-54.8% | $3,268-74.7% | $2,381-65.3% |
| Participant deferral / active EE | $1,902 | $2,545-25.3% | $4,080-53.4% | $3,470-45.2% |
| Admin fee / account holder | $2,983 | $3,959-24.6% | $6,913-56.8% | $4,888-39.0% |