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 | $40,199 | $49,922-19.5% | $80,569-50.1% | $75,163-46.5% |
| Participation rate | 65.8% | 55.3%+10.5pp | 67.0%-1.2pp | 67.2%-1.4pp |
| Annual return | 20.37% | 34.69%-14.3pp | 935.43%-915.1pp | 160.62%-140.2pp |
| Employer contribution / active EE | $0 | $1,698-100.0% | $2,723-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $4,949 | $2,990+65.5% | $4,447+11.3% | $4,125+20.0% |
| Admin fee / account holder | $725 | $3,577-79.7% | $5,377-86.5% | $5,651-87.2% |