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 | $59,823 | $110,809-46.0% | $86,874-31.1% | $167,490-64.3% |
| Participation rate | 45.0% | 75.8%-30.8pp | 71.6%-26.6pp | 82.1%-37.1pp |
| Annual return | 12.90% | 116.98%-104.1pp | 63.52%-50.6pp | 478.56%-465.7pp |
| Employer contribution / active EE | $1,923 | $3,244-40.7% | $2,495-22.9% | $4,837-60.3% |
| Participant deferral / active EE | $5,598 | $4,546+23.1% | $3,699+51.3% | $6,341-11.7% |
| Admin fee / account holder | $9,457 | $8,415+12.4% | $5,828+62.3% | $12,309-23.2% |