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 | $37,046 | $100,852-63.3% | $90,404-59.0% | $158,922-76.7% |
| Participation rate | 50.0% | 75.0%-25.0pp | 72.7%-22.7pp | 82.0%-32.0pp |
| Annual return | 6.63% | 1724.20%-1717.6pp | 1293.02%-1286.4pp | 302.83%-296.2pp |
| Employer contribution / active EE | $909 | $3,689-75.3% | $3,262-72.1% | $4,761-80.9% |
| Participant deferral / active EE | $2,311 | $4,348-46.8% | $3,963-41.7% | $5,982-61.4% |
| Admin fee / account holder | $16,426 | $6,501+152.7% | $5,611+192.7% | $11,246+46.1% |