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 | $49,018 | $202,318-75.8% | $172,739-71.6% | $152,861-67.9% |
| Participation rate | 63.6% | 87.1%-23.4pp | 82.6%-19.0pp | 82.4%-18.8pp |
| Annual return | 27.77% | 1029.65%-1001.9pp | 802.84%-775.1pp | 345.32%-317.5pp |
| Employer contribution / active EE | $1,989 | $5,856-66.0% | $5,143-61.3% | $4,762-58.2% |
| Participant deferral / active EE | $4,546 | $5,948-23.6% | $5,198-12.5% | $5,850-22.3% |
| Admin fee / account holder | $571 | $17,109-96.7% | $13,954-95.9% | $11,596-95.1% |