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 | $42,550 | $112,881-62.3% | $90,951-53.2% | $158,922-73.2% |
| Participation rate | 59.1% | 74.7%-15.6pp | 69.0%-9.9pp | 82.0%-22.9pp |
| Annual return | 13.00% | 215.79%-202.8pp | 134.60%-121.6pp | 302.83%-289.8pp |
| Employer contribution / active EE | $611 | $2,893-78.9% | $2,122-71.2% | $4,761-87.2% |
| Participant deferral / active EE | $1,498 | $4,128-63.7% | $3,373-55.6% | $5,982-75.0% |
| Admin fee / account holder | $1,051 | $8,041-86.9% | $5,959-82.4% | $11,246-90.7% |