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 | $68,908 | $176,056-60.9% | $159,436-56.8% | $167,490-58.9% |
| Participation rate | 35.7% | 84.9%-49.2pp | 82.8%-47.1pp | 82.1%-46.4pp |
| Annual return | 19.80% | 331.75%-311.9pp | 263.57%-243.8pp | 478.56%-458.8pp |
| Employer contribution / active EE | $2,417 | $5,297-54.4% | $4,829-50.0% | $4,837-50.0% |
| Participant deferral / active EE | $4,654 | $7,750-39.9% | $7,352-36.7% | $6,341-26.6% |
| Admin fee / account holder | $318 | $12,554-97.5% | $10,799-97.1% | $12,309-97.4% |