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 | $72,669 | $58,208+24.8% | $81,812-11.2% | $80,856-10.1% |
| Participation rate | 61.4% | 63.4%-2.1pp | 72.3%-11.0pp | 67.6%-6.3pp |
| Annual return | 10.87% | 41.66%-30.8pp | 773.79%-762.9pp | 35.59%-24.7pp |
| Employer contribution / active EE | $3,970 | $2,340+69.7% | $2,912+36.3% | $2,755+44.1% |
| Participant deferral / active EE | $4,207 | $3,281+28.2% | $4,319-2.6% | $4,296-2.1% |
| Admin fee / account holder | $4,124 | $4,981-17.2% | $7,386-44.2% | $6,918-40.4% |