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 | $66,045 | $106,890-38.2% | $84,015-21.4% | $152,861-56.8% |
| Participation rate | 31.8% | 75.2%-43.4pp | 69.0%-37.2pp | 82.4%-50.6pp |
| Annual return | 16.17% | 104.99%-88.8pp | 71.31%-55.1pp | 345.32%-329.1pp |
| Employer contribution / active EE | $489 | $2,734-82.1% | $1,983-75.3% | $4,762-89.7% |
| Participant deferral / active EE | $1,363 | $4,011-66.0% | $3,239-57.9% | $5,850-76.7% |
| Admin fee / account holder | $604 | $8,285-92.7% | $6,101-90.1% | $11,596-94.8% |