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 | $50,200 | $169,032-70.3% | $129,207-61.1% | $145,922-65.6% |
| Participation rate | 64.3% | 76.4%-12.2pp | 69.6%-5.3pp | 80.3%-16.0pp |
| Annual return | 8.77% | 14330.11%-14321.3pp | 9417.33%-9408.6pp | 561.29%-552.5pp |
| Employer contribution / active EE | $2,382 | $5,537-57.0% | $4,153-42.6% | $4,660-48.9% |
| Participant deferral / active EE | $4,363 | $4,987-12.5% | $4,168+4.7% | $6,688-34.8% |
| Admin fee / account holder | $57,152 | $9,954+474.1% | $7,715+640.8% | $13,397+326.6% |