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 | $31,182 | $39,162-20.4% | $100,671-69.0% | $59,632-47.7% |
| Participation rate | 62.1% | 55.9%+6.2pp | 70.7%-8.6pp | 68.7%-6.6pp |
| Annual return | -1.17% | 21.07%-22.2pp | 20.43%-21.6pp | 2041.28%-2042.5pp |
| Employer contribution / active EE | $247 | $1,151-78.5% | $4,012-93.8% | $2,203-88.8% |
| Participant deferral / active EE | $1,827 | $1,992-8.3% | $3,144-41.9% | $3,192-42.7% |
| Admin fee / account holder | $11,991 | $2,969+303.8% | $4,850+147.2% | $4,297+179.1% |