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 | $54,378 | $31,310+73.7% | $53,898+0.9% | $74,304-26.8% |
| Participation rate | 25.0% | 30.7%-5.7pp | 55.0%-30.0pp | 60.3%-35.3pp |
| Annual return | 16.38% | 23.16%-6.8pp | 528.60%-512.2pp | 29.43%-13.1pp |
| Employer contribution / active EE | $524 | $450+16.5% | $932-43.8% | $2,241-76.6% |
| Participant deferral / active EE | $1,100 | $934+17.7% | $1,826-39.8% | $3,767-70.8% |
| Admin fee / account holder | $1,873 | $2,175-13.9% | $2,491-24.8% | $2,969-36.9% |