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 | $29,287 | $77,419-62.2% | $69,455-57.8% | $152,861-80.8% |
| Participation rate | 42.9% | 78.1%-35.2pp | 74.6%-31.8pp | 82.4%-39.6pp |
| Annual return | 22.61% | 39.06%-16.5pp | 28.97%-6.4pp | 345.32%-322.7pp |
| Employer contribution / active EE | $0 | $3,315-100.0% | $2,779-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $1,325 | $4,414-70.0% | $3,535-62.5% | $5,850-77.4% |
| Admin fee / account holder | $2,771 | $6,207-55.4% | $3,839-27.8% | $11,596-76.1% |