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 | $30,447 | $118,680-74.3% | $98,907-69.2% | $158,922-80.8% |
| Participation rate | 58.3% | 77.8%-19.5pp | 76.0%-17.7pp | 82.0%-23.6pp |
| Annual return | 5.44% | 372.35%-366.9pp | 196.43%-191.0pp | 302.83%-297.4pp |
| Employer contribution / active EE | $2,390 | $3,333-28.3% | $2,689-11.1% | $4,761-49.8% |
| Participant deferral / active EE | $3,006 | $5,088-40.9% | $4,244-29.2% | $5,982-49.7% |
| Admin fee / account holder | $1,895 | $10,131-81.3% | $6,642-71.5% | $11,246-83.2% |