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 | $50,202 | $217,402-76.9% | $185,823-73.0% | $167,490-70.0% |
| Participation rate | 68.8% | 86.0%-17.3pp | 81.7%-13.0pp | 82.1%-13.4pp |
| Annual return | 12.74% | 148.36%-135.6pp | 122.05%-109.3pp | 478.56%-465.8pp |
| Employer contribution / active EE | $2,121 | $5,873-63.9% | $5,167-58.9% | $4,837-56.1% |
| Participant deferral / active EE | $7,415 | $6,356+16.7% | $5,568+33.2% | $6,341+16.9% |
| Admin fee / account holder | $3,057 | $19,811-84.6% | $16,237-81.2% | $12,309-75.2% |