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 | $39,086 | $55,415-29.5% | $155,509-74.9% | $74,495-47.5% |
| Participation rate | 62.5% | 61.9%+0.6pp | 78.2%-15.7pp | 67.2%-4.7pp |
| Annual return | 13.48% | 268.50%-255.0pp | 64.67%-51.2pp | 1364.94%-1351.5pp |
| Employer contribution / active EE | $563 | $2,267-75.2% | $4,672-88.0% | $2,623-78.6% |
| Participant deferral / active EE | $2,421 | $2,836-14.6% | $5,626-57.0% | $4,346-44.3% |
| Admin fee / account holder | $2,094 | $1,738+20.5% | $15,912-86.8% | $1,942+7.9% |