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 | $31,117 | $57,281-45.7% | $86,612-64.1% | $75,163-58.6% |
| Participation rate | 50.0% | 63.2%-13.2pp | 71.7%-21.7pp | 67.2%-17.2pp |
| Annual return | 14.79% | 2670.75%-2656.0pp | 591.07%-576.3pp | 160.62%-145.8pp |
| Employer contribution / active EE | $1,024 | $2,314-55.7% | $3,022-66.1% | $2,670-61.6% |
| Participant deferral / active EE | $3,926 | $3,318+18.3% | $4,438-11.5% | $4,125-4.8% |
| Admin fee / account holder | $8,889 | $4,112+116.2% | $5,614+58.3% | $5,651+57.3% |