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 | $42,350 | $58,726-27.9% | $92,233-54.1% | $62,292-32.0% |
| Participation rate | 55.7% | 68.3%-12.6pp | 76.5%-20.7pp | 69.5%-13.8pp |
| Annual return | 14.83% | 43.62%-28.8pp | 176.28%-161.5pp | 28.90%-14.1pp |
| Employer contribution / active EE | $1,096 | $2,392-54.2% | $3,679-70.2% | $2,042-46.3% |
| Participant deferral / active EE | $1,825 | $2,766-34.0% | $3,897-53.2% | $3,169-42.4% |
| Admin fee / account holder | $1,271 | $556+128.4% | $5,194-75.5% | $479+165.1% |