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 | $49,324 | $102,604-51.9% | $86,188-42.8% | $139,434-64.6% |
| Participation rate | 61.1% | 74.5%-13.4pp | 69.0%-7.8pp | 80.3%-19.2pp |
| Annual return | 14.47% | 1922.51%-1908.0pp | 1168.45%-1154.0pp | 372.94%-358.5pp |
| Employer contribution / active EE | $2,021 | $3,032-33.4% | $2,380-15.1% | $4,751-57.5% |
| Participant deferral / active EE | $3,408 | $4,676-27.1% | $3,985-14.5% | $6,710-49.2% |
| Admin fee / account holder | $600 | $8,657-93.1% | $6,852-91.2% | $11,403-94.7% |