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 | $83,109 | $56,317+47.6% | $71,209+16.7% | $74,304+11.8% |
| Participation rate | 30.8% | 55.1%-24.4pp | 73.8%-43.0pp | 60.3%-29.6pp |
| Annual return | 19.67% | 42.83%-23.2pp | 282.51%-262.8pp | 29.43%-9.8pp |
| Employer contribution / active EE | $959 | $2,160-55.6% | $2,721-64.7% | $2,241-57.2% |
| Participant deferral / active EE | $1,731 | $2,788-37.9% | $4,175-58.5% | $3,767-54.1% |
| Admin fee / account holder | $1,249 | $2,290-45.4% | $5,349-76.6% | $2,969-57.9% |