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 | $61,249 | $98,750-38.0% | $149,696-59.1% | $79,858-23.3% |
| Participation rate | 42.9% | 75.8%-32.9pp | 82.5%-39.6pp | 69.6%-26.8pp |
| Annual return | 19.80% | 27.43%-7.6pp | 276.60%-256.8pp | 31.71%-11.9pp |
| Employer contribution / active EE | $1,180 | $3,216-63.3% | $4,644-74.6% | $2,471-52.2% |
| Participant deferral / active EE | $2,458 | $5,680-56.7% | $6,842-64.1% | $3,740-34.3% |
| Admin fee / account holder | $1,243 | $6,053-79.5% | $9,309-86.7% | $5,306-76.6% |