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 | $39,233 | $107,334-63.4% | $92,893-57.8% | $152,861-74.3% |
| Participation rate | 25.0% | 79.8%-54.8pp | 76.0%-51.0pp | 82.4%-57.4pp |
| Annual return | 17.71% | 145.58%-127.9pp | 109.41%-91.7pp | 345.32%-327.6pp |
| Employer contribution / active EE | $1,026 | $4,221-75.7% | $3,653-71.9% | $4,762-78.5% |
| Participant deferral / active EE | $3,041 | $4,845-37.2% | $4,236-28.2% | $5,850-48.0% |
| Admin fee / account holder | $423 | $7,079-94.0% | $5,794-92.7% | $11,596-96.4% |