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 | $60,631 | $108,642-44.2% | $74,701-18.8% | $152,861-60.3% |
| Participation rate | 36.8% | 65.3%-28.5pp | 54.5%-17.6pp | 82.4%-45.6pp |
| Annual return | 21.48% | 114.06%-92.6pp | 752.92%-731.4pp | 345.32%-323.8pp |
| Employer contribution / active EE | $492 | $1,503-67.2% | $1,084-54.6% | $4,762-89.7% |
| Participant deferral / active EE | $1,850 | $2,712-31.8% | $1,964-5.8% | $5,850-68.4% |
| Admin fee / account holder | $530 | $4,902-89.2% | $3,333-84.1% | $11,596-95.4% |