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 | $16,101 | $46,553-65.4% | $64,056-74.9% | $75,163-78.6% |
| Participation rate | 60.0% | 65.9%-5.9pp | 72.3%-12.3pp | 67.2%-7.2pp |
| Annual return | 14.33% | 26.03%-11.7pp | 33.69%-19.4pp | 160.62%-146.3pp |
| Employer contribution / active EE | $447 | $1,974-77.3% | $2,747-83.7% | $2,670-83.2% |
| Participant deferral / active EE | $830 | $2,837-70.7% | $3,880-78.6% | $4,125-79.9% |
| Admin fee / account holder | $755 | $2,952-74.4% | $3,068-75.4% | $5,651-86.6% |