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 | $35,221 | $226,064-84.4% | $182,532-80.7% | $152,861-77.0% |
| Participation rate | 47.1% | 82.5%-35.4pp | 78.0%-30.9pp | 82.4%-35.4pp |
| Annual return | 15.48% | 192.51%-177.0pp | 148.54%-133.1pp | 345.32%-329.8pp |
| Employer contribution / active EE | $0 | $4,978-100.0% | $4,076-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $2,407 | $6,368-62.2% | $5,524-56.4% | $5,850-58.9% |
| Admin fee / account holder | $7,099 | $10,703-33.7% | $8,592-17.4% | $11,596-38.8% |