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 | $58,250 | $27,915+108.7% | $58,482-0.4% | $75,163-22.5% |
| Participation rate | 38.0% | 38.8%-0.8pp | 50.9%-12.8pp | 67.2%-29.1pp |
| Annual return | 17.55% | 44.20%-26.6pp | 4239.32%-4221.8pp | 160.62%-143.1pp |
| Employer contribution / active EE | $320 | $669-52.2% | $1,053-69.6% | $2,670-88.0% |
| Participant deferral / active EE | $859 | $1,201-28.5% | $1,924-55.3% | $4,125-79.2% |
| Admin fee / account holder | $5,024 | $1,726+191.1% | $2,516+99.7% | $5,651-11.1% |