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 | $62,027 | $150,187-58.7% | $120,354-48.5% | $145,922-57.5% |
| Participation rate | 40.9% | 78.8%-37.8pp | 71.9%-31.0pp | 80.3%-39.4pp |
| Annual return | 11.69% | 154.07%-142.4pp | 107.15%-95.5pp | 561.29%-549.6pp |
| Employer contribution / active EE | $963 | $4,348-77.9% | $3,463-72.2% | $4,660-79.3% |
| Participant deferral / active EE | $1,556 | $6,173-74.8% | $4,991-68.8% | $6,688-76.7% |
| Admin fee / account holder | $8,243 | $12,207-32.5% | $9,423-12.5% | $13,397-38.5% |