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 | $21,729 | $76,000-71.4% | $154,107-85.9% | $64,186-66.1% |
| Participation rate | 66.3% | 70.4%-4.1pp | 83.0%-16.7pp | 69.6%-3.2pp |
| Annual return | 7.74% | 30.32%-22.6pp | 735.12%-727.4pp | 7.63%+0.1pp |
| Employer contribution / active EE | $1,742 | $3,351-48.0% | $5,298-67.1% | $2,381-26.8% |
| Participant deferral / active EE | $1,650 | $3,175-48.0% | $5,081-67.5% | $3,470-52.4% |
| Admin fee / account holder | $2,217 | $5,596-60.4% | $13,411-83.5% | $4,888-54.6% |