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 | $48,259 | $99,652-51.6% | $78,778-38.7% | $147,584-67.3% |
| Participation rate | 59.1% | 76.2%-17.1pp | 69.2%-10.1pp | 82.8%-23.7pp |
| Annual return | 11.29% | 47.28%-36.0pp | 35.62%-24.3pp | 578.55%-567.3pp |
| Employer contribution / active EE | $1,341 | $2,796-52.0% | $1,986-32.5% | $4,876-72.5% |
| Participant deferral / active EE | $3,184 | $3,664-13.1% | $2,958+7.6% | $5,439-41.4% |
| Admin fee / account holder | $6,031 | $7,155-15.7% | $5,134+17.5% | $10,885-44.6% |