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 | $50,938 | $102,317-50.2% | $146,958-65.3% | $80,856-37.0% |
| Participation rate | 22.0% | 75.8%-53.9pp | 82.2%-60.2pp | 67.6%-45.7pp |
| Annual return | 12.46% | 134.76%-122.3pp | 418.34%-405.9pp | 35.59%-23.1pp |
| Employer contribution / active EE | $894 | $3,713-75.9% | $4,933-81.9% | $2,755-67.6% |
| Participant deferral / active EE | $2,677 | $6,644-59.7% | $8,070-66.8% | $4,296-37.7% |
| Admin fee / account holder | $2,068 | $7,941-74.0% | $12,998-84.1% | $6,918-70.1% |