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 | $57,056 | $176,662-67.7% | $130,648-56.3% | $152,861-62.7% |
| Participation rate | 52.9% | 79.0%-26.0pp | 71.7%-18.8pp | 82.4%-29.5pp |
| Annual return | 17.48% | 2692.24%-2674.8pp | 1708.96%-1691.5pp | 345.32%-327.8pp |
| Employer contribution / active EE | $1,663 | $5,742-71.0% | $4,092-59.4% | $4,762-65.1% |
| Participant deferral / active EE | $3,260 | $4,361-25.2% | $3,603-9.5% | $5,850-44.3% |
| Admin fee / account holder | $7,864 | $7,133+10.3% | $5,464+43.9% | $11,596-32.2% |