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 | $86,731 | $81,625+6.3% | $58,482+48.3% | $139,434-37.8% |
| Participation rate | 55.6% | 61.3%-5.8pp | 50.9%+4.7pp | 80.3%-24.8pp |
| Annual return | 11.46% | 7404.20%-7392.7pp | 4239.32%-4227.9pp | 372.94%-361.5pp |
| Employer contribution / active EE | $477 | $1,398-65.9% | $1,053-54.7% | $4,751-90.0% |
| Participant deferral / active EE | $721 | $2,557-71.8% | $1,924-62.5% | $6,710-89.2% |
| Admin fee / account holder | $3,099 | $3,265-5.1% | $2,516+23.2% | $11,403-72.8% |