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 | $47,924 | $198,466-75.9% | $170,442-71.9% | $147,584-67.5% |
| Participation rate | 63.6% | 88.0%-24.3pp | 83.6%-20.0pp | 82.8%-19.2pp |
| Annual return | 11.51% | 257.29%-245.8pp | 205.93%-194.4pp | 578.55%-567.0pp |
| Employer contribution / active EE | $1,467 | $6,184-76.3% | $5,433-73.0% | $4,876-69.9% |
| Participant deferral / active EE | $4,178 | $5,629-25.8% | $4,939-15.4% | $5,439-23.2% |
| Admin fee / account holder | $3,384 | $16,852-79.9% | $13,880-75.6% | $10,885-68.9% |