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 | $40,099 | $72,400-44.6% | $67,502-40.6% | $145,922-72.5% |
| Participation rate | 65.2% | 76.9%-11.6pp | 72.9%-7.7pp | 80.3%-15.1pp |
| Annual return | 10.13% | 7182.46%-7172.3pp | 3512.12%-3502.0pp | 561.29%-551.2pp |
| Employer contribution / active EE | $1,528 | $3,069-50.2% | $2,731-44.0% | $4,660-67.2% |
| Participant deferral / active EE | $1,732 | $4,783-63.8% | $4,000-56.7% | $6,688-74.1% |
| Admin fee / account holder | $614 | $5,539-88.9% | $3,998-84.6% | $13,397-95.4% |