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 | $56,070 | $92,222-39.2% | $76,768-27.0% | $135,375-58.6% |
| Participation rate | 68.8% | 79.8%-11.0pp | 77.0%-8.2pp | 82.6%-13.9pp |
| Annual return | 2.46% | 5.46%-3.0pp | 2.43%0pp | 519.73%-517.3pp |
| Employer contribution / active EE | $1,451 | $3,216-54.9% | $2,485-41.6% | $4,779-69.6% |
| Participant deferral / active EE | $2,657 | $4,509-41.1% | $3,852-31.0% | $5,609-52.6% |
| Admin fee / account holder | $364 | $10,748-96.6% | $6,675-94.5% | $10,827-96.6% |