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 | $41,879 | $102,604-59.2% | $86,188-51.4% | $139,434-70.0% |
| Participation rate | 60.0% | 74.5%-14.5pp | 69.0%-9.0pp | 80.3%-20.3pp |
| Annual return | 18.03% | 1922.51%-1904.5pp | 1168.45%-1150.4pp | 372.94%-354.9pp |
| Employer contribution / active EE | $1,121 | $3,032-63.0% | $2,380-52.9% | $4,751-76.4% |
| Participant deferral / active EE | $1,897 | $4,676-59.4% | $3,985-52.4% | $6,710-71.7% |
| Admin fee / account holder | $629 | $8,657-92.7% | $6,852-90.8% | $11,403-94.5% |