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 | $65,567 | $176,812-62.9% | $146,665-55.3% | $167,490-60.9% |
| Participation rate | 30.0% | 83.6%-53.6pp | 80.1%-50.1pp | 82.1%-52.1pp |
| Annual return | 20.02% | 24.03%-4.0pp | 22.74%-2.7pp | 478.56%-458.5pp |
| Employer contribution / active EE | $1,324 | $5,160-74.3% | $4,136-68.0% | $4,837-72.6% |
| Participant deferral / active EE | $5,749 | $6,440-10.7% | $5,506+4.4% | $6,341-9.3% |
| Admin fee / account holder | $398 | $13,259-97.0% | $10,280-96.1% | $12,309-96.8% |