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 | $42,326 | $118,849-64.4% | $96,562-56.2% | $167,490-74.7% |
| Participation rate | 66.7% | 75.5%-8.8pp | 69.8%-3.1pp | 82.1%-15.4pp |
| Annual return | 10.82% | 50.49%-39.7pp | 37.78%-27.0pp | 478.56%-467.7pp |
| Employer contribution / active EE | $971 | $3,120-68.9% | $2,356-58.8% | $4,837-79.9% |
| Participant deferral / active EE | $1,577 | $4,616-65.8% | $3,849-59.0% | $6,341-75.1% |
| Admin fee / account holder | $345 | $8,065-95.7% | $6,181-94.4% | $12,309-97.2% |