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 | $24,066 | $85,202-71.8% | $172,739-86.1% | $72,985-67.0% |
| Participation rate | 53.5% | 70.1%-16.6pp | 82.6%-29.2pp | 69.5%-16.0pp |
| Annual return | 19.75% | 27.32%-7.6pp | 802.84%-783.1pp | 81.00%-61.3pp |
| Employer contribution / active EE | $801 | $3,324-75.9% | $5,143-84.4% | $2,440-67.2% |
| Participant deferral / active EE | $1,543 | $3,260-52.7% | $5,198-70.3% | $3,607-57.2% |
| Admin fee / account holder | $1,502 | $5,884-74.5% | $13,954-89.2% | $5,124-70.7% |