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 | $83,728 | $102,604-18.4% | $86,188-2.9% | $139,434-40.0% |
| Participation rate | 54.5% | 74.5%-20.0pp | 69.0%-14.4pp | 80.3%-25.8pp |
| Annual return | 16.41% | 1922.51%-1906.1pp | 1168.45%-1152.0pp | 372.94%-356.5pp |
| Employer contribution / active EE | $1,703 | $3,032-43.8% | $2,380-28.5% | $4,751-64.2% |
| Participant deferral / active EE | $2,770 | $4,676-40.8% | $3,985-30.5% | $6,710-58.7% |
| Admin fee / account holder | $626 | $8,657-92.8% | $6,852-90.9% | $11,403-94.5% |