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 | $48,648 | $86,944-44.0% | $107,525-54.8% | $74,304-34.5% |
| Participation rate | 43.8% | 59.6%-15.8pp | 75.1%-31.3pp | 60.3%-16.6pp |
| Annual return | 44.09% | 23.52%+20.6pp | 181.32%-137.2pp | 29.43%+14.7pp |
| Employer contribution / active EE | $1,038 | $2,757-62.3% | $3,754-72.3% | $2,241-53.7% |
| Participant deferral / active EE | $2,020 | $3,554-43.2% | $5,116-60.5% | $3,767-46.4% |
| Admin fee / account holder | $1,982 | $3,727-46.8% | $8,919-77.8% | $2,969-33.2% |