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 | $79,785 | $169,032-52.8% | $129,207-38.3% | $145,922-45.3% |
| Participation rate | 50.0% | 76.4%-26.4pp | 69.6%-19.6pp | 80.3%-30.3pp |
| Annual return | 10.52% | 14330.11%-14319.6pp | 9417.33%-9406.8pp | 561.29%-550.8pp |
| Employer contribution / active EE | $1,198 | $5,537-78.4% | $4,153-71.2% | $4,660-74.3% |
| Participant deferral / active EE | $5,005 | $4,987+0.4% | $4,168+20.1% | $6,688-25.2% |
| Admin fee / account holder | $1,123 | $9,954-88.7% | $7,715-85.4% | $13,397-91.6% |