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 | $61,363 | $157,256-61.0% | $141,162-56.5% | $152,861-59.9% |
| Participation rate | 69.6% | 84.8%-15.3pp | 82.5%-12.9pp | 82.4%-12.9pp |
| Annual return | 21.05% | 64.32%-43.3pp | 71.39%-50.3pp | 345.32%-324.3pp |
| Employer contribution / active EE | $1,667 | $5,261-68.3% | $4,735-64.8% | $4,762-65.0% |
| Participant deferral / active EE | $5,003 | $7,109-29.6% | $6,709-25.4% | $5,850-14.5% |
| Admin fee / account holder | $487 | $12,120-96.0% | $10,261-95.3% | $11,596-95.8% |