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 | $63,834 | $60,124+6.2% | $90,404-29.4% | $79,858-20.1% |
| Participation rate | 19.7% | 65.0%-45.3pp | 72.7%-53.0pp | 69.6%-50.0pp |
| Annual return | 14.45% | 71.94%-57.5pp | 1293.02%-1278.6pp | 31.71%-17.3pp |
| Employer contribution / active EE | $641 | $2,068-69.0% | $3,262-80.3% | $2,471-74.0% |
| Participant deferral / active EE | $1,020 | $2,938-65.3% | $3,963-74.3% | $3,740-72.7% |
| Admin fee / account holder | $971 | $3,976-75.6% | $5,611-82.7% | $5,306-81.7% |