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 | $20,080 | $81,248-75.3% | $155,509-87.1% | $80,856-75.2% |
| Participation rate | 34.1% | 66.2%-32.1pp | 78.2%-44.1pp | 67.6%-33.5pp |
| Annual return | 12.49% | 33.31%-20.8pp | 64.67%-52.2pp | 35.59%-23.1pp |
| Employer contribution / active EE | $729 | $3,100-76.5% | $4,672-84.4% | $2,755-73.5% |
| Participant deferral / active EE | $1,574 | $3,452-54.4% | $5,626-72.0% | $4,296-63.4% |
| Admin fee / account holder | $1,379 | $7,997-82.8% | $15,912-91.3% | $6,918-80.1% |