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 | $38,528 | $73,515-47.6% | $62,995-38.8% | $147,584-73.9% |
| Participation rate | 56.3% | 77.9%-21.6pp | 74.8%-18.6pp | 82.8%-26.6pp |
| Annual return | 16.31% | 175.43%-159.1pp | 87.57%-71.3pp | 578.55%-562.2pp |
| Employer contribution / active EE | $0 | $3,320-100.0% | $2,759-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $4,584 | $4,185+9.5% | $3,329+37.7% | $5,439-15.7% |
| Admin fee / account holder | $520 | $5,953-91.3% | $3,600-85.6% | $10,885-95.2% |