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 | $66,520 | $88,751-25.0% | $81,812-18.7% | $145,922-54.4% |
| Participation rate | 50.0% | 75.0%-25.0pp | 72.3%-22.3pp | 80.3%-30.3pp |
| Annual return | 16.20% | 1025.40%-1009.2pp | 773.79%-757.6pp | 561.29%-545.1pp |
| Employer contribution / active EE | $648 | $3,083-79.0% | $2,912-77.8% | $4,660-86.1% |
| Participant deferral / active EE | $2,037 | $4,643-56.1% | $4,319-52.8% | $6,688-69.5% |
| Admin fee / account holder | $1,083 | $8,415-87.1% | $7,386-85.3% | $13,397-91.9% |