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 | $64,691 | $89,753-27.9% | $107,525-39.8% | $84,808-23.7% |
| Participation rate | 55.9% | 68.1%-12.2pp | 75.1%-19.2pp | 68.3%-12.4pp |
| Annual return | 58.44% | 29.48%+29.0pp | 181.32%-122.9pp | 40.90%+17.5pp |
| Employer contribution / active EE | $2,344 | $3,113-24.7% | $3,754-37.6% | $2,631-10.9% |
| Participant deferral / active EE | $4,124 | $4,056+1.7% | $5,116-19.4% | $4,212-2.1% |
| Admin fee / account holder | $5,317 | $7,222-26.4% | $8,919-40.4% | $7,344-27.6% |