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 | $26,121 | $60,124-56.6% | $90,404-71.1% | $79,858-67.3% |
| Participation rate | 37.8% | 65.0%-27.1pp | 72.7%-34.8pp | 69.6%-31.8pp |
| Annual return | 11.20% | 71.94%-60.7pp | 1293.02%-1281.8pp | 31.71%-20.5pp |
| Employer contribution / active EE | $613 | $2,068-70.3% | $3,262-81.2% | $2,471-75.2% |
| Participant deferral / active EE | $2,125 | $2,938-27.7% | $3,963-46.4% | $3,740-43.2% |
| Admin fee / account holder | $1,163 | $3,976-70.8% | $5,611-79.3% | $5,306-78.1% |