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 | $55,118 | $102,966-46.5% | $90,281-38.9% | $152,861-63.9% |
| Participation rate | 61.1% | 75.9%-14.8pp | 73.3%-12.2pp | 82.4%-21.3pp |
| Annual return | 20.60% | 95.16%-74.6pp | 78.10%-57.5pp | 345.32%-324.7pp |
| Employer contribution / active EE | $1,491 | $3,139-52.5% | $2,854-47.8% | $4,762-68.7% |
| Participant deferral / active EE | $2,268 | $4,281-47.0% | $3,885-41.6% | $5,850-61.2% |
| Admin fee / account holder | $410 | $6,171-93.4% | $5,351-92.3% | $11,596-96.5% |