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 | $23,576 | $49,922-52.8% | $80,569-70.7% | $75,163-68.6% |
| Participation rate | 40.5% | 55.3%-14.8pp | 67.0%-26.5pp | 67.2%-26.7pp |
| Annual return | 24.89% | 34.69%-9.8pp | 935.43%-910.5pp | 160.62%-135.7pp |
| Employer contribution / active EE | $1,460 | $1,698-14.0% | $2,723-46.4% | $2,670-45.3% |
| Participant deferral / active EE | $2,203 | $2,990-26.3% | $4,447-50.5% | $4,125-46.6% |
| Admin fee / account holder | $1,286 | $3,577-64.1% | $5,377-76.1% | $5,651-77.2% |