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 | $47,180 | $102,317-53.9% | $146,958-67.9% | $80,856-41.6% |
| Participation rate | 53.5% | 75.8%-22.3pp | 82.2%-28.7pp | 67.6%-14.1pp |
| Annual return | 18.49% | 134.76%-116.3pp | 418.34%-399.8pp | 35.59%-17.1pp |
| Employer contribution / active EE | $2,651 | $3,713-28.6% | $4,933-46.3% | $2,755-3.8% |
| Participant deferral / active EE | $6,754 | $6,644+1.7% | $8,070-16.3% | $4,296+57.2% |
| Admin fee / account holder | $19,453 | $7,941+145.0% | $12,998+49.7% | $6,918+181.2% |