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 | $37,587 | $77,899-51.7% | $149,673-74.9% | $75,163-50.0% |
| Participation rate | 44.2% | 65.6%-21.4pp | 78.8%-34.6pp | 67.2%-23.0pp |
| Annual return | 18.54% | 31.72%-13.2pp | 134.42%-115.9pp | 160.62%-142.1pp |
| Employer contribution / active EE | $525 | $3,137-83.3% | $4,818-89.1% | $2,670-80.3% |
| Participant deferral / active EE | $1,628 | $3,411-52.3% | $5,680-71.3% | $4,125-60.5% |
| Admin fee / account holder | $328 | $5,956-94.5% | $13,210-97.5% | $5,651-94.2% |