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 | $26,770 | $67,606-60.4% | $82,313-67.5% | $70,131-61.8% |
| Participation rate | 36.5% | 72.8%-36.3pp | 76.9%-40.4pp | 69.5%-33.1pp |
| Annual return | 12.34% | 21.57%-9.2pp | 25.88%-13.5pp | 73.14%-60.8pp |
| Employer contribution / active EE | $983 | $1,755-44.0% | $2,428-59.5% | $2,342-58.0% |
| Participant deferral / active EE | $2,054 | $2,987-31.2% | $3,706-44.6% | $3,332-38.4% |
| Admin fee / account holder | $11,510 | $4,512+155.1% | $5,608+105.2% | $4,645+147.8% |