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 | $48,282 | $156,846-69.2% | $121,098-60.1% | $139,434-65.4% |
| Participation rate | 60.0% | 76.4%-16.4pp | 69.5%-9.5pp | 80.3%-20.3pp |
| Annual return | 12.06% | 1474.56%-1462.5pp | 985.75%-973.7pp | 372.94%-360.9pp |
| Employer contribution / active EE | $2,338 | $5,536-57.8% | $4,164-43.8% | $4,751-50.8% |
| Participant deferral / active EE | $5,465 | $4,844+12.8% | $4,080+33.9% | $6,710-18.6% |
| Admin fee / account holder | $5,426 | $6,946-21.9% | $5,644-3.9% | $11,403-52.4% |