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 | $71,721 | $61,774+16.1% | $97,226-26.2% | $80,856-11.3% |
| Participation rate | 51.7% | 63.5%-11.8pp | 72.7%-21.0pp | 67.6%-16.0pp |
| Annual return | 16.71% | -557.90%+574.6pp | 75.13%-58.4pp | 35.59%-18.9pp |
| Employer contribution / active EE | $2,614 | $1,837+42.3% | $2,729-4.2% | $2,755-5.1% |
| Participant deferral / active EE | $4,186 | $3,029+38.2% | $4,264-1.8% | $4,296-2.6% |
| Admin fee / account holder | $5,113 | $5,166-1.0% | $5,654-9.6% | $6,918-26.1% |