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 | $56,505 | $111,754-49.4% | $103,333-45.3% | $145,922-61.3% |
| Participation rate | 34.8% | 77.9%-43.2pp | 74.5%-39.7pp | 80.3%-45.5pp |
| Annual return | 18.39% | 24.77%-6.4pp | 24.88%-6.5pp | 561.29%-542.9pp |
| Employer contribution / active EE | $1,355 | $4,212-67.8% | $3,868-65.0% | $4,660-70.9% |
| Participant deferral / active EE | $4,990 | $5,619-11.2% | $5,057-1.3% | $6,688-25.4% |
| Admin fee / account holder | $1,216 | $9,750-87.5% | $8,355-85.4% | $13,397-90.9% |