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 | $42,008 | $165,984-74.7% | $164,813-74.5% | $145,922-71.2% |
| Participation rate | 40.0% | 82.0%-42.0pp | 78.6%-38.6pp | 80.3%-40.3pp |
| Annual return | 10.73% | 100.03%-89.3pp | 69.93%-59.2pp | 561.29%-550.6pp |
| Employer contribution / active EE | $9,661 | $5,273+83.2% | $4,341+122.6% | $4,660+107.3% |
| Participant deferral / active EE | $14,462 | $6,959+107.8% | $6,031+139.8% | $6,688+116.3% |
| Admin fee / account holder | $49,085 | $16,648+194.8% | $12,690+286.8% | $13,397+266.4% |