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 | $71,853 | $58,208+23.4% | $81,812-12.2% | $80,856-11.1% |
| Participation rate | 37.8% | 63.4%-25.6pp | 72.3%-34.5pp | 67.6%-29.8pp |
| Annual return | 11.24% | 41.66%-30.4pp | 773.79%-762.5pp | 35.59%-24.4pp |
| Employer contribution / active EE | $1,506 | $2,340-35.7% | $2,912-48.3% | $2,755-45.3% |
| Participant deferral / active EE | $3,194 | $3,281-2.6% | $4,319-26.0% | $4,296-25.6% |
| Admin fee / account holder | $3,690 | $4,981-25.9% | $7,386-50.0% | $6,918-46.7% |