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 | $75,792 | $58,208+30.2% | $81,812-7.4% | $80,856-6.3% |
| Participation rate | 40.9% | 63.4%-22.5pp | 72.3%-31.4pp | 67.6%-26.7pp |
| Annual return | 18.93% | 41.66%-22.7pp | 773.79%-754.9pp | 35.59%-16.7pp |
| Employer contribution / active EE | $1,440 | $2,340-38.4% | $2,912-50.5% | $2,755-47.7% |
| Participant deferral / active EE | $2,004 | $3,281-38.9% | $4,319-53.6% | $4,296-53.3% |
| Admin fee / account holder | $50,137 | $4,981+906.5% | $7,386+578.8% | $6,918+624.7% |