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 | $32,015 | $35,183-9.0% | $73,545-56.5% | $70,131-54.3% |
| Participation rate | 44.9% | 42.9%+2.0pp | 54.9%-10.0pp | 69.5%-24.6pp |
| Annual return | 21.20% | 26.90%-5.7pp | -15.16%+36.4pp | 73.14%-51.9pp |
| Employer contribution / active EE | $660 | $709-6.9% | $1,219-45.9% | $2,342-71.8% |
| Participant deferral / active EE | $1,407 | $1,220+15.4% | $1,806-22.1% | $3,332-57.8% |
| Admin fee / account holder | $1,280 | $2,302-44.4% | $2,320-44.8% | $4,645-72.5% |