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 | $31,755 | $150,440-78.9% | $136,294-76.7% | $147,584-78.5% |
| Participation rate | 60.0% | 84.4%-24.4pp | 81.9%-21.9pp | 82.8%-22.8pp |
| Annual return | 21.31% | 1049.08%-1027.8pp | 5155.94%-5134.6pp | 578.55%-557.2pp |
| Employer contribution / active EE | $1,625 | $5,256-69.1% | $4,695-65.4% | $4,876-66.7% |
| Participant deferral / active EE | $3,669 | $6,630-44.7% | $6,247-41.3% | $5,439-32.5% |
| Admin fee / account holder | $378 | $10,905-96.5% | $9,243-95.9% | $10,885-96.5% |