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 | $20,372 | $104,907-80.6% | $84,611-75.9% | $152,861-86.7% |
| Participation rate | 44.4% | 74.8%-30.4pp | 68.2%-23.8pp | 82.4%-38.0pp |
| Annual return | 17.76% | 373.79%-356.0pp | 258.74%-241.0pp | 345.32%-327.6pp |
| Employer contribution / active EE | $627 | $3,302-81.0% | $2,652-76.4% | $4,762-86.8% |
| Participant deferral / active EE | $6,458 | $4,688+37.8% | $3,899+65.7% | $5,850+10.4% |
| Admin fee / account holder | $6,340 | $6,241+1.6% | $4,912+29.1% | $11,596-45.3% |