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 | $15,734 | $84,233-81.3% | $170,442-90.8% | $70,131-77.6% |
| Participation rate | 54.8% | 70.8%-16.1pp | 83.6%-28.8pp | 69.5%-14.8pp |
| Annual return | 21.87% | 23.06%-1.2pp | 205.93%-184.1pp | 73.14%-51.3pp |
| Employer contribution / active EE | $0 | $3,387-100.0% | $5,433-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $4,408 | $3,086+42.8% | $4,939-10.8% | $3,332+32.3% |
| Admin fee / account holder | $1,479 | $5,698-74.0% | $13,880-89.3% | $4,645-68.2% |