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 | $70,671 | $73,515-3.9% | $62,995+12.2% | $147,584-52.1% |
| Participation rate | 25.0% | 77.9%-52.9pp | 74.8%-49.8pp | 82.8%-57.8pp |
| Annual return | 10.96% | 175.43%-164.5pp | 87.57%-76.6pp | 578.55%-567.6pp |
| Employer contribution / active EE | $1,446 | $3,320-56.5% | $2,759-47.6% | $4,876-70.3% |
| Participant deferral / active EE | $3,921 | $4,185-6.3% | $3,329+17.8% | $5,439-27.9% |
| Admin fee / account holder | $996 | $5,953-83.3% | $3,600-72.3% | $10,885-90.9% |