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 | $73,995 | $83,902-11.8% | $167,512-55.8% | $84,808-12.7% |
| Participation rate | 40.9% | 66.5%-25.6pp | 77.1%-36.2pp | 68.3%-27.5pp |
| Annual return | 20.03% | 91.55%-71.5pp | 1615.79%-1595.8pp | 40.90%-20.9pp |
| Employer contribution / active EE | $1,589 | $2,264-29.8% | $3,882-59.1% | $2,631-39.6% |
| Participant deferral / active EE | $4,520 | $4,442+1.8% | $6,405-29.4% | $4,212+7.3% |
| Admin fee / account holder | $1,523 | $7,915-80.8% | $9,769-84.4% | $7,344-79.3% |