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 | $40,982 | $70,756-42.1% | $65,493-37.4% | $142,382-71.2% |
| Participation rate | 50.0% | 77.4%-27.4pp | 73.1%-23.1pp | 80.1%-30.1pp |
| Annual return | 19.84% | 1754.89%-1735.1pp | 982.45%-962.6pp | 217.08%-197.2pp |
| Employer contribution / active EE | $1,295 | $2,881-55.0% | $2,574-49.7% | $4,299-69.9% |
| Participant deferral / active EE | $3,766 | $4,637-18.8% | $3,961-4.9% | $6,507-42.1% |
| Admin fee / account holder | $7,699 | $6,559+17.4% | $5,028+53.1% | $12,624-39.0% |