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 | $62,546 | $100,901-38.0% | $75,670-17.3% | $147,584-57.6% |
| Participation rate | 64.3% | 77.1%-12.8pp | 72.3%-8.1pp | 82.8%-18.5pp |
| Annual return | 16.65% | 35.78%-19.1pp | 27.34%-10.7pp | 578.55%-561.9pp |
| Employer contribution / active EE | $1,236 | $3,253-62.0% | $2,352-47.4% | $4,876-74.7% |
| Participant deferral / active EE | $5,719 | $4,027+42.0% | $3,142+82.0% | $5,439+5.2% |
| Admin fee / account holder | $372 | $11,285-96.7% | $5,800-93.6% | $10,885-96.6% |