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 | $33,991 | $202,432-83.2% | $169,368-79.9% | $139,434-75.6% |
| Participation rate | 58.3% | 81.1%-22.7pp | 77.1%-18.8pp | 80.3%-22.0pp |
| Annual return | 15.78% | 531.74%-516.0pp | 405.60%-389.8pp | 372.94%-357.2pp |
| Employer contribution / active EE | $1,880 | $4,692-59.9% | $4,013-53.1% | $4,751-60.4% |
| Participant deferral / active EE | $5,900 | $6,938-15.0% | $6,221-5.2% | $6,710-12.1% |
| Admin fee / account holder | $959 | $10,708-91.0% | $9,003-89.3% | $11,403-91.6% |