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 | $53,152 | $69,515-23.5% | $86,874-38.8% | $85,850-38.1% |
| Participation rate | 41.8% | 66.3%-24.6pp | 71.6%-29.9pp | 69.3%-27.6pp |
| Annual return | 19.35% | 20.12%-0.8pp | 63.52%-44.2pp | 318.53%-299.2pp |
| Employer contribution / active EE | $789 | $1,880-58.0% | $2,495-68.4% | $2,565-69.2% |
| Participant deferral / active EE | $1,701 | $2,919-41.7% | $3,699-54.0% | $3,952-56.9% |
| Admin fee / account holder | $22,093 | $5,972+269.9% | $5,828+279.1% | $6,260+252.9% |