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 | $82,297 | $40,256+104.4% | $57,343+43.5% | $59,632+38.0% |
| Participation rate | 14.3% | 69.2%-54.9pp | 75.1%-60.8pp | 68.7%-54.4pp |
| Annual return | 1.81% | 27.49%-25.7pp | 24.39%-22.6pp | 2041.28%-2039.5pp |
| Employer contribution / active EE | $385 | $1,922-80.0% | $2,689-85.7% | $2,203-82.5% |
| Participant deferral / active EE | $927 | $2,399-61.4% | $3,162-70.7% | $3,192-71.0% |
| Admin fee / account holder | $991 | $2,818-64.8% | $3,356-70.5% | $4,297-76.9% |