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 | $24,131 | $83,902-71.2% | $167,512-85.6% | $84,808-71.5% |
| Participation rate | 50.0% | 66.5%-16.5pp | 77.1%-27.1pp | 68.3%-18.3pp |
| Annual return | 18.28% | 91.55%-73.3pp | 1615.79%-1597.5pp | 40.90%-22.6pp |
| Employer contribution / active EE | $800 | $2,264-64.7% | $3,882-79.4% | $2,631-69.6% |
| Participant deferral / active EE | $1,587 | $4,442-64.3% | $6,405-75.2% | $4,212-62.3% |
| Admin fee / account holder | $984 | $7,915-87.6% | $9,769-89.9% | $7,344-86.6% |