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 | $47,061 | $39,019+20.6% | $80,716-41.7% | $85,850-45.2% |
| Participation rate | 28.9% | 41.5%-12.6pp | 54.2%-25.2pp | 69.3%-40.4pp |
| Annual return | 21.41% | 26.27%-4.9pp | 87.28%-65.9pp | 318.53%-297.1pp |
| Employer contribution / active EE | $1,012 | $722+40.1% | $1,160-12.8% | $2,565-60.6% |
| Participant deferral / active EE | $1,802 | $1,326+36.0% | $2,146-16.0% | $3,952-54.4% |
| Admin fee / account holder | $1,983 | $2,431-18.4% | $3,380-41.3% | $6,260-68.3% |