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 | $36,515 | $58,851-38.0% | $115,157-68.3% | $72,985-50.0% |
| Participation rate | 47.2% | 65.5%-18.3pp | 75.9%-28.7pp | 69.5%-22.3pp |
| Annual return | 25.87% | 23.16%+2.7pp | 35.60%-9.7pp | 81.00%-55.1pp |
| Employer contribution / active EE | $1,008 | $1,798-43.9% | $3,179-68.3% | $2,440-58.7% |
| Participant deferral / active EE | $1,283 | $2,643-51.5% | $4,168-69.2% | $3,607-64.4% |
| Admin fee / account holder | $1,670 | $6,370-73.8% | $7,088-76.4% | $5,124-67.4% |