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 | $21,579 | $117,841-81.7% | $102,423-78.9% | $145,922-85.2% |
| Participation rate | 42.9% | 78.6%-35.7pp | 76.5%-33.6pp | 80.3%-37.4pp |
| Annual return | 10.33% | 31.65%-21.3pp | 29.32%-19.0pp | 561.29%-551.0pp |
| Employer contribution / active EE | $0 | $3,615-100.0% | $3,023-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $2,379 | $5,731-58.5% | $5,053-52.9% | $6,688-64.4% |
| Admin fee / account holder | $4,128 | $13,326-69.0% | $9,451-56.3% | $13,397-69.2% |