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 | $89,421 | $53,127+68.3% | $86,590+3.3% | $70,131+27.5% |
| Participation rate | 22.2% | 65.3%-43.1pp | 73.5%-51.3pp | 69.5%-47.3pp |
| Annual return | 21.51% | 27.66%-6.2pp | 964.84%-943.3pp | 73.14%-51.6pp |
| Employer contribution / active EE | $932 | $2,068-54.9% | $2,839-67.2% | $2,342-60.2% |
| Participant deferral / active EE | $1,985 | $2,696-26.4% | $3,609-45.0% | $3,332-40.4% |
| Admin fee / account holder | $1,110 | $3,585-69.0% | $4,906-77.4% | $4,645-76.1% |