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 | $44,208 | $53,777-17.8% | $134,143-67.0% | $79,858-44.6% |
| Participation rate | 54.8% | 58.8%-4.0pp | 72.2%-17.4pp | 69.6%-14.9pp |
| Annual return | 16.30% | 19.01%-2.7pp | 36.33%-20.0pp | 31.71%-15.4pp |
| Employer contribution / active EE | $715 | $1,321-45.9% | $3,704-80.7% | $2,471-71.1% |
| Participant deferral / active EE | $2,022 | $2,420-16.4% | $3,499-42.2% | $3,740-45.9% |
| Admin fee / account holder | $3,017 | $3,984-24.3% | $6,684-54.9% | $5,306-43.1% |