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 | $38,233 | $37,426+2.2% | $77,482-50.7% | $79,858-52.1% |
| Participation rate | 20.2% | 41.5%-21.3pp | 54.2%-33.9pp | 69.6%-49.4pp |
| Annual return | 17.56% | 39.70%-22.1pp | 54.79%-37.2pp | 31.71%-14.2pp |
| Employer contribution / active EE | $483 | $637-24.1% | $986-51.0% | $2,471-80.5% |
| Participant deferral / active EE | $622 | $1,260-50.6% | $1,861-66.6% | $3,740-83.4% |
| Admin fee / account holder | $871 | $2,504-65.2% | $2,858-69.5% | $5,306-83.6% |