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 | $58,933 | $118,919-50.4% | $88,538-33.4% | $152,861-61.4% |
| Participation rate | 57.9% | 73.4%-15.5pp | 68.7%-10.8pp | 82.4%-24.6pp |
| Annual return | 22.92% | 47.92%-25.0pp | 43.64%-20.7pp | 345.32%-322.4pp |
| Employer contribution / active EE | $1,012 | $2,669-62.1% | $2,098-51.8% | $4,762-78.8% |
| Participant deferral / active EE | $1,260 | $3,549-64.5% | $2,914-56.8% | $5,850-78.5% |
| Admin fee / account holder | $2,741 | $5,876-53.3% | $4,310-36.4% | $11,596-76.4% |