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 | $58,841 | $29,660+98.4% | $56,411+4.3% | $80,856-27.2% |
| Participation rate | 63.3% | 41.6%+21.6pp | 52.5%+10.8pp | 67.6%-4.4pp |
| Annual return | 11.79% | 35.23%-23.4pp | 1701.33%-1689.5pp | 35.59%-23.8pp |
| Employer contribution / active EE | $1,673 | $669+149.9% | $1,039+61.1% | $2,755-39.3% |
| Participant deferral / active EE | $2,546 | $1,226+107.7% | $1,952+30.5% | $4,296-40.7% |
| Admin fee / account holder | $3,950 | $2,428+62.7% | $2,829+39.6% | $6,918-42.9% |