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 | $44,817 | $66,402-32.5% | $109,895-59.2% | $85,850-47.8% |
| Participation rate | 40.3% | 63.9%-23.6pp | 74.2%-34.0pp | 69.3%-29.1pp |
| Annual return | 14.61% | 19.59%-5.0pp | 29.45%-14.8pp | 318.53%-303.9pp |
| Employer contribution / active EE | $466 | $1,687-72.4% | $2,842-83.6% | $2,565-81.8% |
| Participant deferral / active EE | $2,099 | $2,842-26.2% | $4,048-48.2% | $3,952-46.9% |
| Admin fee / account holder | $563 | $4,557-87.7% | $6,066-90.7% | $6,260-91.0% |