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 | $22,488 | $66,402-66.1% | $109,895-79.5% | $85,850-73.8% |
| Participation rate | 51.6% | 63.9%-12.3pp | 74.2%-22.6pp | 69.3%-17.7pp |
| Annual return | 11.64% | 19.59%-8.0pp | 29.45%-17.8pp | 318.53%-306.9pp |
| Employer contribution / active EE | $580 | $1,687-65.6% | $2,842-79.6% | $2,565-77.4% |
| Participant deferral / active EE | $1,250 | $2,842-56.0% | $4,048-69.1% | $3,952-68.4% |
| Admin fee / account holder | $1,767 | $4,557-61.2% | $6,066-70.9% | $6,260-71.8% |