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 | $49,276 | $96,635-49.0% | $86,612-43.1% | $139,434-64.7% |
| Participation rate | 66.7% | 74.4%-7.7pp | 71.7%-5.0pp | 80.3%-13.7pp |
| Annual return | 32.06% | 106.41%-74.4pp | 591.07%-559.0pp | 372.94%-340.9pp |
| Employer contribution / active EE | $5,303 | $3,263+62.5% | $3,022+75.4% | $4,751+11.6% |
| Participant deferral / active EE | $3,772 | $4,836-22.0% | $4,438-15.0% | $6,710-43.8% |
| Admin fee / account holder | $8,146 | $6,408+27.1% | $5,614+45.1% | $11,403-28.6% |