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 | $38,214 | $65,041-41.2% | $90,951-58.0% | $79,858-52.1% |
| Participation rate | 51.2% | 61.6%-10.4pp | 69.0%-17.8pp | 69.6%-18.5pp |
| Annual return | 18.25% | 30.45%-12.2pp | 134.60%-116.3pp | 31.71%-13.5pp |
| Employer contribution / active EE | $392 | $1,247-68.6% | $2,122-81.5% | $2,471-84.1% |
| Participant deferral / active EE | $1,899 | $2,512-24.4% | $3,373-43.7% | $3,740-49.2% |
| Admin fee / account holder | $2,466 | $4,536-45.6% | $5,959-58.6% | $5,306-53.5% |