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 | $60,013 | $73,515-18.4% | $62,995-4.7% | $147,584-59.3% |
| Participation rate | 23.1% | 77.9%-54.8pp | 74.8%-51.7pp | 82.8%-59.8pp |
| Annual return | 32.61% | 175.43%-142.8pp | 87.57%-55.0pp | 578.55%-545.9pp |
| Employer contribution / active EE | $451 | $3,320-86.4% | $2,759-83.7% | $4,876-90.8% |
| Participant deferral / active EE | $3,007 | $4,185-28.1% | $3,329-9.7% | $5,439-44.7% |
| Admin fee / account holder | $1,454 | $5,953-75.6% | $3,600-59.6% | $10,885-86.6% |