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 | $111,408 | $44,960+147.8% | $84,966+31.1% | $74,495+49.6% |
| Participation rate | 26.2% | 49.4%-23.1pp | 67.5%-41.3pp | 67.2%-41.0pp |
| Annual return | 12.38% | 26.24%-13.9pp | 66.38%-54.0pp | 1364.94%-1352.6pp |
| Employer contribution / active EE | $780 | $1,457-46.5% | $2,727-71.4% | $2,623-70.3% |
| Participant deferral / active EE | $1,844 | $2,731-32.5% | $4,519-59.2% | $4,346-57.6% |
| Admin fee / account holder | $13,618 | $2,209+516.4% | $6,149+121.5% | $1,942+601.3% |