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 | $62,686 | $95,416-34.3% | $185,823-66.3% | $85,850-27.0% |
| Participation rate | 18.5% | 68.8%-50.2pp | 81.7%-63.2pp | 69.3%-50.8pp |
| Annual return | 16.47% | 23.59%-7.1pp | 122.05%-105.6pp | 318.53%-302.1pp |
| Employer contribution / active EE | $760 | $3,314-77.1% | $5,167-85.3% | $2,565-70.4% |
| Participant deferral / active EE | $1,029 | $3,423-69.9% | $5,568-81.5% | $3,952-74.0% |
| Admin fee / account holder | $2,293 | $7,213-68.2% | $16,237-85.9% | $6,260-63.4% |