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 | $105,726 | $81,625+29.5% | $58,482+80.8% | $139,434-24.2% |
| Participation rate | 20.8% | 61.3%-40.5pp | 50.9%-30.0pp | 80.3%-59.5pp |
| Annual return | 18.76% | 7404.20%-7385.4pp | 4239.32%-4220.6pp | 372.94%-354.2pp |
| Employer contribution / active EE | $788 | $1,398-43.6% | $1,053-25.1% | $4,751-83.4% |
| Participant deferral / active EE | $3,469 | $2,557+35.7% | $1,924+80.3% | $6,710-48.3% |
| Admin fee / account holder | $1,497 | $3,265-54.1% | $2,516-40.5% | $11,403-86.9% |