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 | $55,172 | $99,985-44.8% | $146,665-62.4% | $85,850-35.7% |
| Participation rate | 56.3% | 73.1%-16.7pp | 80.1%-23.7pp | 69.3%-13.0pp |
| Annual return | 24.77% | 18.93%+5.8pp | 22.74%+2.0pp | 318.53%-293.8pp |
| Employer contribution / active EE | $811 | $2,559-68.3% | $4,136-80.4% | $2,565-68.4% |
| Participant deferral / active EE | $3,383 | $4,006-15.6% | $5,506-38.6% | $3,952-14.4% |
| Admin fee / account holder | $885 | $7,702-88.5% | $10,280-91.4% | $6,260-85.9% |