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 | $59,950 | $57,281+4.7% | $86,612-30.8% | $75,163-20.2% |
| Participation rate | 55.9% | 63.2%-7.3pp | 71.7%-15.8pp | 67.2%-11.3pp |
| Annual return | 14.94% | 2670.75%-2655.8pp | 591.07%-576.1pp | 160.62%-145.7pp |
| Employer contribution / active EE | $2,267 | $2,314-2.1% | $3,022-25.0% | $2,670-15.1% |
| Participant deferral / active EE | $3,805 | $3,318+14.7% | $4,438-14.3% | $4,125-7.8% |
| Admin fee / account holder | $7,353 | $4,112+78.8% | $5,614+31.0% | $5,651+30.1% |