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 3-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 | $49,520 | $55,415-10.6% | $155,509-68.2% | $74,495-33.5% |
| Participation rate | 28.3% | 61.9%-33.6pp | 78.2%-49.9pp | 67.2%-38.9pp |
| Annual return | 12.02% | 268.50%-256.5pp | 64.67%-52.6pp | 1364.94%-1352.9pp |
| Employer contribution / active EE | $813 | $2,267-64.1% | $4,672-82.6% | $2,623-69.0% |
| Participant deferral / active EE | $1,270 | $2,836-55.2% | $5,626-77.4% | $4,346-70.8% |
| Admin fee / account holder | $1,622 | $1,738-6.7% | $15,912-89.8% | $1,942-16.5% |