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 | $63,688 | $48,795+30.5% | $65,493-2.8% | $84,808-24.9% |
| Participation rate | 55.2% | 67.0%-11.8pp | 73.1%-17.9pp | 68.3%-13.1pp |
| Annual return | 14.23% | 20.20%-6.0pp | 982.45%-968.2pp | 40.90%-26.7pp |
| Employer contribution / active EE | $844 | $1,930-56.2% | $2,574-67.2% | $2,631-67.9% |
| Participant deferral / active EE | $1,585 | $2,928-45.9% | $3,961-60.0% | $4,212-62.4% |
| Admin fee / account holder | $5,071 | $3,877+30.8% | $5,028+0.9% | $7,344-30.9% |