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 | $49,586 | $54,705-9.4% | $71,209-30.4% | $84,808-41.5% |
| Participation rate | 40.3% | 64.1%-23.7pp | 73.8%-33.4pp | 68.3%-28.0pp |
| Annual return | 63.30% | 35.90%+27.4pp | 282.51%-219.2pp | 40.90%+22.4pp |
| Employer contribution / active EE | $625 | $2,158-71.0% | $2,721-77.0% | $2,631-76.2% |
| Participant deferral / active EE | $1,197 | $3,030-60.5% | $4,175-71.3% | $4,212-71.6% |
| Admin fee / account holder | $20,063 | $4,863+312.5% | $5,349+275.1% | $7,344+173.2% |