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 | $28,688 | $57,065-49.7% | $75,670-62.1% | $70,131-59.1% |
| Participation rate | 47.3% | 68.1%-20.8pp | 72.3%-25.1pp | 69.5%-22.2pp |
| Annual return | 17.37% | 23.57%-6.2pp | 27.34%-10.0pp | 73.14%-55.8pp |
| Employer contribution / active EE | $440 | $1,817-75.8% | $2,352-81.3% | $2,342-81.2% |
| Participant deferral / active EE | $3,423 | $2,580+32.7% | $3,142+8.9% | $3,332+2.7% |
| Admin fee / account holder | $7,833 | $3,825+104.8% | $5,800+35.1% | $4,645+68.6% |