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 | $59,839 | $107,934-44.6% | $91,989-34.9% | $152,861-60.9% |
| Participation rate | 66.7% | 81.2%-14.5pp | 78.6%-12.0pp | 82.4%-15.8pp |
| Annual return | 16.59% | 89.24%-72.7pp | 69.02%-52.4pp | 345.32%-328.7pp |
| Employer contribution / active EE | $2,405 | $4,210-42.9% | $3,452-30.3% | $4,762-49.5% |
| Participant deferral / active EE | $4,982 | $6,364-21.7% | $5,923-15.9% | $5,850-14.8% |
| Admin fee / account holder | $1,423 | $10,520-86.5% | $7,743-81.6% | $11,596-87.7% |