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 | $70,931 | $102,966-31.1% | $90,281-21.4% | $152,861-53.6% |
| Participation rate | 10.0% | 75.9%-65.9pp | 73.3%-63.3pp | 82.4%-72.4pp |
| Annual return | 23.90% | 95.16%-71.3pp | 78.10%-54.2pp | 345.32%-321.4pp |
| Employer contribution / active EE | $869 | $3,139-72.3% | $2,854-69.6% | $4,762-81.8% |
| Participant deferral / active EE | $1,785 | $4,281-58.3% | $3,885-54.1% | $5,850-69.5% |
| Admin fee / account holder | $507 | $6,171-91.8% | $5,351-90.5% | $11,596-95.6% |