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 | $39,585 | $202,318-80.4% | $172,739-77.1% | $152,861-74.1% |
| Participation rate | 54.5% | 87.1%-32.5pp | 82.6%-28.1pp | 82.4%-27.9pp |
| Annual return | 17.68% | 1029.65%-1012.0pp | 802.84%-785.2pp | 345.32%-327.6pp |
| Employer contribution / active EE | $1,937 | $5,856-66.9% | $5,143-62.3% | $4,762-59.3% |
| Participant deferral / active EE | $2,618 | $5,948-56.0% | $5,198-49.6% | $5,850-55.2% |
| Admin fee / account holder | $10,119 | $17,109-40.9% | $13,954-27.5% | $11,596-12.7% |