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 6-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 | $47,706 | $30,400+56.9% | $53,898-11.5% | $84,808-43.7% |
| Participation rate | 28.0% | 46.4%-18.4pp | 55.0%-27.0pp | 68.3%-40.3pp |
| Annual return | 25.58% | 500.19%-474.6pp | 528.60%-503.0pp | 40.90%-15.3pp |
| Employer contribution / active EE | $446 | $603-26.1% | $932-52.2% | $2,631-83.1% |
| Participant deferral / active EE | $1,342 | $1,199+12.0% | $1,826-26.5% | $4,212-68.1% |
| Admin fee / account holder | $1,893 | $1,993-5.0% | $2,491-24.0% | $7,344-74.2% |