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 5-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 | $32,412 | $117,983-72.5% | $101,794-68.2% | $142,382-77.2% |
| Participation rate | 33.3% | 74.2%-40.9pp | 69.2%-35.9pp | 80.1%-46.8pp |
| Annual return | 18.56% | 36.92%-18.4pp | 30.53%-12.0pp | 217.08%-198.5pp |
| Employer contribution / active EE | $507 | $2,773-81.7% | $2,289-77.9% | $4,299-88.2% |
| Participant deferral / active EE | $1,699 | $4,714-64.0% | $4,084-58.4% | $6,507-73.9% |
| Admin fee / account holder | $698 | $10,433-93.3% | $8,777-92.0% | $12,624-94.5% |