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 | $42,947 | $159,901-73.1% | $146,958-70.8% | $145,922-70.6% |
| Participation rate | 61.1% | 84.0%-22.9pp | 82.2%-21.0pp | 80.3%-19.2pp |
| Annual return | 9.69% | 98.13%-88.4pp | 418.34%-408.6pp | 561.29%-551.6pp |
| Employer contribution / active EE | $3,285 | $5,286-37.9% | $4,933-33.4% | $4,660-29.5% |
| Participant deferral / active EE | $10,181 | $8,428+20.8% | $8,070+26.2% | $6,688+52.2% |
| Admin fee / account holder | $41,164 | $15,044+173.6% | $12,998+216.7% | $13,397+207.3% |