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 | $24,780 | $41,377-40.1% | $109,313-77.3% | $62,891-60.6% |
| Participation rate | 46.5% | 57.5%-11.1pp | 71.3%-24.8pp | 69.3%-22.8pp |
| Annual return | 9.14% | 11.05%-1.9pp | 22.07%-12.9pp | 20.14%-11.0pp |
| Employer contribution / active EE | $304 | $1,276-76.1% | $3,892-92.2% | $2,281-86.7% |
| Participant deferral / active EE | $1,731 | $2,045-15.3% | $3,166-45.3% | $3,203-46.0% |
| Admin fee / account holder | $1,691 | $2,884-41.4% | $5,666-70.2% | $4,296-60.6% |