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 | $56,178 | $34,308+63.7% | $74,701-24.8% | $72,985-23.0% |
| Participation rate | 62.9% | 42.4%+20.5pp | 54.5%+8.4pp | 69.5%-6.6pp |
| Annual return | 20.81% | 26.58%-5.8pp | 752.92%-732.1pp | 81.00%-60.2pp |
| Employer contribution / active EE | $1,484 | $692+114.6% | $1,084+36.9% | $2,440-39.2% |
| Participant deferral / active EE | $3,352 | $1,271+163.7% | $1,964+70.7% | $3,607-7.1% |
| Admin fee / account holder | $3,009 | $2,124+41.7% | $3,333-9.7% | $5,124-41.3% |