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 | $37,218 | $56,114-33.7% | $96,139-61.3% | $85,850-56.6% |
| Participation rate | 48.4% | 56.7%-8.3pp | 68.4%-20.1pp | 69.3%-20.9pp |
| Annual return | 14.01% | 42.30%-28.3pp | 191.94%-177.9pp | 318.53%-304.5pp |
| Employer contribution / active EE | $1,395 | $1,620-13.9% | $2,797-50.1% | $2,565-45.6% |
| Participant deferral / active EE | $985 | $2,859-65.5% | $4,349-77.3% | $3,952-75.1% |
| Admin fee / account holder | $9,424 | $3,768+150.1% | $5,537+70.2% | $6,260+50.5% |