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 | $74,072 | $102,317-27.6% | $146,958-49.6% | $80,856-8.4% |
| Participation rate | 59.8% | 75.8%-16.1pp | 82.2%-22.4pp | 67.6%-7.9pp |
| Annual return | 14.96% | 134.76%-119.8pp | 418.34%-403.4pp | 35.59%-20.6pp |
| Employer contribution / active EE | $2,364 | $3,713-36.3% | $4,933-52.1% | $2,755-14.2% |
| Participant deferral / active EE | $6,280 | $6,644-5.5% | $8,070-22.2% | $4,296+46.2% |
| Admin fee / account holder | $2,978 | $7,941-62.5% | $12,998-77.1% | $6,918-56.9% |