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 | $39,326 | $58,726-33.0% | $92,233-57.4% | $62,292-36.9% |
| Participation rate | 54.5% | 68.3%-13.8pp | 76.5%-21.9pp | 69.5%-15.0pp |
| Annual return | 26.08% | 43.62%-17.5pp | 176.28%-150.2pp | 28.90%-2.8pp |
| Employer contribution / active EE | $1,397 | $2,392-41.6% | $3,679-62.0% | $2,042-31.6% |
| Participant deferral / active EE | $3,128 | $2,766+13.1% | $3,897-19.7% | $3,169-1.3% |
| Admin fee / account holder | $1,010 | $556+81.5% | $5,194-80.6% | $479+110.6% |