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 | $48,055 | $87,870-45.3% | $113,168-57.5% | $74,304-35.3% |
| Participation rate | 52.5% | 70.7%-18.2pp | 76.6%-24.1pp | 60.3%-7.8pp |
| Annual return | 15.59% | 26.44%-10.8pp | 24.27%-8.7pp | 29.43%-13.8pp |
| Employer contribution / active EE | $749 | $2,277-67.1% | $2,975-74.8% | $2,241-66.6% |
| Participant deferral / active EE | $2,137 | $4,241-49.6% | $5,107-58.1% | $3,767-43.3% |
| Admin fee / account holder | $1,154 | $3,368-65.7% | $12,068-90.4% | $2,969-61.1% |