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 | $37,646 | $59,839-37.1% | $81,983-54.1% | $79,858-52.9% |
| Participation rate | 45.3% | 61.6%-16.3pp | 69.2%-24.0pp | 69.6%-24.3pp |
| Annual return | 12.80% | 17.56%-4.8pp | 41.31%-28.5pp | 31.71%-18.9pp |
| Employer contribution / active EE | $1,402 | $1,713-18.2% | $2,498-43.9% | $2,471-43.3% |
| Participant deferral / active EE | $1,917 | $2,695-28.9% | $3,722-48.5% | $3,740-48.8% |
| Admin fee / account holder | $6,049 | $4,287+41.1% | $5,664+6.8% | $5,306+14.0% |