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 | $40,848 | $101,069-59.6% | $81,478-49.9% | $147,584-72.3% |
| Participation rate | 50.0% | 74.5%-24.5pp | 68.0%-18.0pp | 82.8%-32.8pp |
| Annual return | 16.12% | 32.40%-16.3pp | 38.78%-22.7pp | 578.55%-562.4pp |
| Employer contribution / active EE | $886 | $3,205-72.4% | $2,568-65.5% | $4,876-81.8% |
| Participant deferral / active EE | $4,286 | $4,242+1.0% | $3,537+21.2% | $5,439-21.2% |
| Admin fee / account holder | $16,802 | $5,812+189.1% | $4,561+268.4% | $10,885+54.4% |