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 | $34,044 | $96,305-64.6% | $80,569-57.7% | $139,434-75.6% |
| Participation rate | 50.0% | 73.6%-23.6pp | 67.0%-17.0pp | 80.3%-30.3pp |
| Annual return | 17.06% | 1350.08%-1333.0pp | 935.43%-918.4pp | 372.94%-355.9pp |
| Employer contribution / active EE | $7,764 | $3,262+138.0% | $2,723+185.1% | $4,751+63.4% |
| Participant deferral / active EE | $9,014 | $5,232+72.3% | $4,447+102.7% | $6,710+34.3% |
| Admin fee / account holder | $34,343 | $6,599+420.5% | $5,377+538.7% | $11,403+201.2% |