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 | $12,682 | $47,848-73.5% | $81,478-84.4% | $70,131-81.9% |
| Participation rate | 62.0% | 58.3%+3.7pp | 68.0%-6.0pp | 69.5%-7.5pp |
| Annual return | 24.08% | 27.25%-3.2pp | 38.78%-14.7pp | 73.14%-49.1pp |
| Employer contribution / active EE | $1,402 | $1,527-8.2% | $2,568-45.4% | $2,342-40.1% |
| Participant deferral / active EE | $2,966 | $2,453+20.9% | $3,537-16.2% | $3,332-11.0% |
| Admin fee / account holder | $381 | $3,145-87.9% | $4,561-91.6% | $4,645-91.8% |