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 | $44,798 | $60,124-25.5% | $90,404-50.4% | $79,858-43.9% |
| Participation rate | 20.8% | 65.0%-44.2pp | 72.7%-51.9pp | 69.6%-48.9pp |
| Annual return | 15.70% | 71.94%-56.2pp | 1293.02%-1277.3pp | 31.71%-16.0pp |
| Employer contribution / active EE | $708 | $2,068-65.8% | $3,262-78.3% | $2,471-71.4% |
| Participant deferral / active EE | $948 | $2,938-67.7% | $3,963-76.1% | $3,740-74.6% |
| Admin fee / account holder | $1,195 | $3,976-69.9% | $5,611-78.7% | $5,306-77.5% |