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 | $18,774 | $73,515-74.5% | $62,995-70.2% | $147,584-87.3% |
| Participation rate | 38.1% | 77.9%-39.8pp | 74.8%-36.7pp | 82.8%-44.7pp |
| Annual return | 11.67% | 175.43%-163.8pp | 87.57%-75.9pp | 578.55%-566.9pp |
| Employer contribution / active EE | $660 | $3,320-80.1% | $2,759-76.1% | $4,876-86.5% |
| Participant deferral / active EE | $1,210 | $4,185-71.1% | $3,329-63.7% | $5,439-77.8% |
| Admin fee / account holder | $1,263 | $5,953-78.8% | $3,600-64.9% | $10,885-88.4% |