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 | $45,293 | $81,625-44.5% | $58,482-22.6% | $139,434-67.5% |
| Participation rate | 27.3% | 61.3%-34.1pp | 50.9%-23.6pp | 80.3%-53.0pp |
| Annual return | 17.48% | 7404.20%-7386.7pp | 4239.32%-4221.8pp | 372.94%-355.5pp |
| Employer contribution / active EE | $609 | $1,398-56.5% | $1,053-42.2% | $4,751-87.2% |
| Participant deferral / active EE | $3,072 | $2,557+20.2% | $1,924+59.7% | $6,710-54.2% |
| Admin fee / account holder | $6,298 | $3,265+92.9% | $2,516+150.3% | $11,403-44.8% |