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 | $35,397 | $105,998-66.6% | $92,233-61.6% | $147,584-76.0% |
| Participation rate | 45.0% | 80.4%-35.4pp | 76.5%-31.5pp | 82.8%-37.8pp |
| Annual return | 21.87% | 50.05%-28.2pp | 176.28%-154.4pp | 578.55%-556.7pp |
| Employer contribution / active EE | $1,153 | $4,333-73.4% | $3,679-68.7% | $4,876-76.3% |
| Participant deferral / active EE | $2,725 | $4,478-39.1% | $3,897-30.1% | $5,439-49.9% |
| Admin fee / account holder | $3,244 | $6,332-48.8% | $5,194-37.5% | $10,885-70.2% |