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 | $69,137 | $226,064-69.4% | $182,532-62.1% | $152,861-54.8% |
| Participation rate | 62.5% | 82.5%-20.0pp | 78.0%-15.5pp | 82.4%-19.9pp |
| Annual return | 23.30% | 192.51%-169.2pp | 148.54%-125.2pp | 345.32%-322.0pp |
| Employer contribution / active EE | $1,102 | $4,978-77.9% | $4,076-73.0% | $4,762-76.9% |
| Participant deferral / active EE | $2,425 | $6,368-61.9% | $5,524-56.1% | $5,850-58.5% |
| Admin fee / account holder | $29,831 | $10,703+178.7% | $8,592+247.2% | $11,596+157.2% |