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 | $57,048 | $107,334-46.9% | $92,893-38.6% | $152,861-62.7% |
| Participation rate | 61.5% | 79.8%-18.2pp | 76.0%-14.5pp | 82.4%-20.9pp |
| Annual return | 16.48% | 145.58%-129.1pp | 109.41%-92.9pp | 345.32%-328.8pp |
| Employer contribution / active EE | $2,889 | $4,221-31.6% | $3,653-20.9% | $4,762-39.3% |
| Participant deferral / active EE | $7,697 | $4,845+58.9% | $4,236+81.7% | $5,850+31.6% |
| Admin fee / account holder | $85,906 | $7,079+1113.5% | $5,794+1382.7% | $11,596+640.8% |