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 | $29,955 | $91,190-67.2% | $178,490-83.2% | $79,858-62.5% |
| Participation rate | 51.3% | 69.2%-17.9pp | 81.9%-30.6pp | 69.6%-18.3pp |
| Annual return | 17.93% | 24.19%-6.3pp | 151.07%-133.1pp | 31.71%-13.8pp |
| Employer contribution / active EE | $696 | $3,256-78.6% | $5,011-86.1% | $2,471-71.8% |
| Participant deferral / active EE | $1,875 | $3,236-42.1% | $5,202-64.0% | $3,740-49.9% |
| Admin fee / account holder | $8,061 | $6,751+19.4% | $13,984-42.4% | $5,306+51.9% |