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 | $28,331 | $99,652-71.6% | $78,778-64.0% | $147,584-80.8% |
| Participation rate | 58.3% | 76.2%-17.9pp | 69.2%-10.9pp | 82.8%-24.5pp |
| Annual return | 17.21% | 47.28%-30.1pp | 35.62%-18.4pp | 578.55%-561.3pp |
| Employer contribution / active EE | $1,538 | $2,796-45.0% | $1,986-22.5% | $4,876-68.5% |
| Participant deferral / active EE | $3,244 | $3,664-11.5% | $2,958+9.7% | $5,439-40.4% |
| Admin fee / account holder | $5,420 | $7,155-24.3% | $5,134+5.6% | $10,885-50.2% |