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 | $56,838 | $88,083-35.5% | $164,813-65.5% | $74,495-23.7% |
| Participation rate | 65.9% | 73.0%-7.2pp | 78.6%-12.8pp | 67.2%-1.3pp |
| Annual return | 14.77% | 17.26%-2.5pp | 69.93%-55.2pp | 1364.94%-1350.2pp |
| Employer contribution / active EE | $1,587 | $2,593-38.8% | $4,341-63.4% | $2,623-39.5% |
| Participant deferral / active EE | $3,661 | $4,498-18.6% | $6,031-39.3% | $4,346-15.7% |
| Admin fee / account holder | $2,005 | $2,234-10.2% | $12,690-84.2% | $1,942+3.3% |