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 | $43,735 | $60,124-27.3% | $90,404-51.6% | $79,858-45.2% |
| Participation rate | 50.0% | 65.0%-15.0pp | 72.7%-22.7pp | 69.6%-19.6pp |
| Annual return | 15.23% | 71.94%-56.7pp | 1293.02%-1277.8pp | 31.71%-16.5pp |
| Employer contribution / active EE | $1,093 | $2,068-47.2% | $3,262-66.5% | $2,471-55.8% |
| Participant deferral / active EE | $2,279 | $2,938-22.4% | $3,963-42.5% | $3,740-39.1% |
| Admin fee / account holder | $8,231 | $3,976+107.0% | $5,611+46.7% | $5,306+55.1% |