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 | $77,865 | $121,625-36.0% | $104,607-25.6% | $158,922-51.0% |
| Participation rate | 28.6% | 77.5%-49.0pp | 74.1%-45.5pp | 82.0%-53.4pp |
| Annual return | 27.56% | 465.26%-437.7pp | 340.46%-312.9pp | 302.83%-275.3pp |
| Employer contribution / active EE | $474 | $3,163-85.0% | $2,681-82.3% | $4,761-90.1% |
| Participant deferral / active EE | $1,659 | $4,177-60.3% | $3,740-55.6% | $5,982-72.3% |
| Admin fee / account holder | $4,342 | $7,787-44.2% | $6,473-32.9% | $11,246-61.4% |