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 | $43,058 | $109,327-60.6% | $89,391-51.8% | $158,922-72.9% |
| Participation rate | 26.7% | 74.3%-47.6pp | 68.0%-41.3pp | 82.0%-55.3pp |
| Annual return | 18.51% | 345.68%-327.2pp | 245.62%-227.1pp | 302.83%-284.3pp |
| Employer contribution / active EE | $966 | $3,170-69.5% | $2,586-62.6% | $4,761-79.7% |
| Participant deferral / active EE | $1,307 | $4,598-71.6% | $3,890-66.4% | $5,982-78.2% |
| Admin fee / account holder | $412 | $6,153-93.3% | $4,881-91.6% | $11,246-96.3% |