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 | $38,382 | $70,606-45.6% | $53,898-28.8% | $142,382-73.0% |
| Participation rate | 63.2% | 63.7%-0.5pp | 55.0%+8.2pp | 80.1%-17.0pp |
| Annual return | 17.03% | 619.81%-602.8pp | 528.60%-511.6pp | 217.08%-200.0pp |
| Employer contribution / active EE | $1,702 | $1,202+41.6% | $932+82.6% | $4,299-60.4% |
| Participant deferral / active EE | $5,208 | $2,364+120.3% | $1,826+185.2% | $6,507-20.0% |
| Admin fee / account holder | $346 | $2,852-87.9% | $2,491-86.1% | $12,624-97.3% |