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 | $26,707 | $108,642-75.4% | $74,701-64.2% | $152,861-82.5% |
| Participation rate | 50.0% | 65.3%-15.3pp | 54.5%-4.5pp | 82.4%-32.4pp |
| Annual return | 20.81% | 114.06%-93.3pp | 752.92%-732.1pp | 345.32%-324.5pp |
| Employer contribution / active EE | $674 | $1,503-55.2% | $1,084-37.8% | $4,762-85.9% |
| Participant deferral / active EE | $2,060 | $2,712-24.1% | $1,964+4.9% | $5,850-64.8% |
| Admin fee / account holder | $1,927 | $4,902-60.7% | $3,333-42.2% | $11,596-83.4% |