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 | $48,011 | $84,233-43.0% | $170,442-71.8% | $70,131-31.5% |
| Participation rate | 50.0% | 70.8%-20.8pp | 83.6%-33.6pp | 69.5%-19.5pp |
| Annual return | 15.69% | 23.06%-7.4pp | 205.93%-190.2pp | 73.14%-57.5pp |
| Employer contribution / active EE | $1,495 | $3,387-55.9% | $5,433-72.5% | $2,342-36.2% |
| Participant deferral / active EE | $2,310 | $3,086-25.2% | $4,939-53.2% | $3,332-30.7% |
| Admin fee / account holder | $1,803 | $5,698-68.4% | $13,880-87.0% | $4,645-61.2% |