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 | $37,629 | $91,190-58.7% | $178,490-78.9% | $79,858-52.9% |
| Participation rate | 39.7% | 69.2%-29.5pp | 81.9%-42.2pp | 69.6%-29.9pp |
| Annual return | 18.34% | 24.19%-5.8pp | 151.07%-132.7pp | 31.71%-13.4pp |
| Employer contribution / active EE | $546 | $3,256-83.2% | $5,011-89.1% | $2,471-77.9% |
| Participant deferral / active EE | $1,707 | $3,236-47.2% | $5,202-67.2% | $3,740-54.4% |
| Admin fee / account holder | $1,871 | $6,751-72.3% | $13,984-86.6% | $5,306-64.7% |