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 | $59,288 | $58,208+1.9% | $81,812-27.5% | $80,856-26.7% |
| Participation rate | 37.8% | 63.4%-25.6pp | 72.3%-34.5pp | 67.6%-29.8pp |
| Annual return | 12.64% | 41.66%-29.0pp | 773.79%-761.1pp | 35.59%-23.0pp |
| Employer contribution / active EE | $1,393 | $2,340-40.5% | $2,912-52.2% | $2,755-49.4% |
| Participant deferral / active EE | $2,742 | $3,281-16.4% | $4,319-36.5% | $4,296-36.2% |
| Admin fee / account holder | $16,548 | $4,981+232.2% | $7,386+124.0% | $6,918+139.2% |