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 | $66,309 | $63,346+4.7% | $92,233-28.1% | $70,131-5.4% |
| Participation rate | 37.9% | 68.7%-30.7pp | 76.5%-38.5pp | 69.5%-31.6pp |
| Annual return | 16.98% | 530.12%-513.1pp | 176.28%-159.3pp | 73.14%-56.2pp |
| Employer contribution / active EE | $641 | $2,471-74.1% | $3,679-82.6% | $2,342-72.6% |
| Participant deferral / active EE | $1,403 | $2,854-50.8% | $3,897-64.0% | $3,332-57.9% |
| Admin fee / account holder | $1,255 | $3,840-67.3% | $5,194-75.8% | $4,645-73.0% |