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 | $29,543 | $46,553-36.5% | $64,056-53.9% | $75,163-60.7% |
| Participation rate | 50.0% | 65.9%-15.9pp | 72.3%-22.3pp | 67.2%-17.2pp |
| Annual return | 14.85% | 26.03%-11.2pp | 33.69%-18.8pp | 160.62%-145.8pp |
| Employer contribution / active EE | $590 | $1,974-70.1% | $2,747-78.5% | $2,670-77.9% |
| Participant deferral / active EE | $2,103 | $2,837-25.9% | $3,880-45.8% | $4,125-49.0% |
| Admin fee / account holder | $1,413 | $2,952-52.1% | $3,068-53.9% | $5,651-75.0% |