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 | $34,333 | $51,466-33.3% | $78,778-56.4% | $62,292-44.9% |
| Participation rate | 45.0% | 59.8%-14.8pp | 69.2%-24.2pp | 69.5%-24.5pp |
| Annual return | 16.04% | 19.96%-3.9pp | 35.62%-19.6pp | 28.90%-12.9pp |
| Employer contribution / active EE | $270 | $827-67.4% | $1,986-86.4% | $2,042-86.8% |
| Participant deferral / active EE | $1,114 | $2,147-48.1% | $2,958-62.3% | $3,169-64.8% |
| Admin fee / account holder | $384 | $489-21.5% | $5,134-92.5% | $479-19.9% |