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 | $56,863 | $111,724-49.1% | $93,606-39.3% | $145,922-61.0% |
| Participation rate | 53.3% | 74.2%-20.9pp | 68.7%-15.4pp | 80.3%-26.9pp |
| Annual return | 14.60% | 202.98%-188.4pp | 133.20%-118.6pp | 561.29%-546.7pp |
| Employer contribution / active EE | $1,061 | $3,090-65.7% | $2,420-56.1% | $4,660-77.2% |
| Participant deferral / active EE | $2,414 | $4,912-50.8% | $4,411-45.3% | $6,688-63.9% |
| Admin fee / account holder | $382 | $10,250-96.3% | $8,285-95.4% | $13,397-97.1% |