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 | $86,433 | $77,314+11.8% | $177,989-51.4% | $80,856+6.9% |
| Participation rate | 18.9% | 65.7%-46.8pp | 77.1%-58.2pp | 67.6%-48.8pp |
| Annual return | 16.12% | 18.09%-2.0pp | 294.48%-278.4pp | 35.59%-19.5pp |
| Employer contribution / active EE | $999 | $2,292-56.4% | $3,949-74.7% | $2,755-63.7% |
| Participant deferral / active EE | $2,704 | $4,411-38.7% | $6,276-56.9% | $4,296-37.1% |
| Admin fee / account holder | $473 | $7,191-93.4% | $10,363-95.4% | $6,918-93.2% |