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 | $33,979 | $65,365-48.0% | $92,893-63.4% | $72,985-53.4% |
| Participation rate | 62.5% | 68.3%-5.8pp | 76.0%-13.5pp | 69.5%-7.0pp |
| Annual return | 16.65% | 42.10%-25.4pp | 109.41%-92.8pp | 81.00%-64.3pp |
| Employer contribution / active EE | $1,133 | $2,594-56.3% | $3,653-69.0% | $2,440-53.5% |
| Participant deferral / active EE | $1,777 | $3,128-43.2% | $4,236-58.1% | $3,607-50.8% |
| Admin fee / account holder | $586 | $4,251-86.2% | $5,794-89.9% | $5,124-88.6% |