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 | $21,211 | $55,706-61.9% | $75,886-72.0% | $72,985-70.9% |
| Participation rate | 59.0% | 61.1%-2.2pp | 69.3%-10.3pp | 69.5%-10.5pp |
| Annual return | 21.51% | 27.59%-6.1pp | 30.76%-9.2pp | 81.00%-59.5pp |
| Employer contribution / active EE | $590 | $1,687-65.0% | $2,500-76.4% | $2,440-75.8% |
| Participant deferral / active EE | $1,815 | $2,634-31.1% | $3,603-49.6% | $3,607-49.7% |
| Admin fee / account holder | $7,133 | $3,978+79.3% | $5,418+31.6% | $5,124+39.2% |