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 | $40,211 | $85,766-53.1% | $136,294-70.5% | $70,131-42.7% |
| Participation rate | 59.5% | 74.2%-14.7pp | 81.9%-22.5pp | 69.5%-10.1pp |
| Annual return | 19.18% | 31.45%-12.3pp | 5155.94%-5136.8pp | 73.14%-54.0pp |
| Employer contribution / active EE | $1,023 | $2,966-65.5% | $4,695-78.2% | $2,342-56.3% |
| Participant deferral / active EE | $4,691 | $5,051-7.1% | $6,247-24.9% | $3,332+40.8% |
| Admin fee / account holder | $1,552 | $5,420-71.4% | $9,243-83.2% | $4,645-66.6% |