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 | $39,945 | $86,929-54.0% | $102,423-61.0% | $80,856-50.6% |
| Participation rate | 39.5% | 72.4%-32.8pp | 76.5%-37.0pp | 67.6%-28.1pp |
| Annual return | 11.11% | 18.88%-7.8pp | 29.32%-18.2pp | 35.59%-24.5pp |
| Employer contribution / active EE | $757 | $2,369-68.1% | $3,023-75.0% | $2,755-72.5% |
| Participant deferral / active EE | $2,079 | $4,118-49.5% | $5,053-58.9% | $4,296-51.6% |
| Admin fee / account holder | $927 | $8,049-88.5% | $9,451-90.2% | $6,918-86.6% |