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 | $46,528 | $190,805-75.6% | $159,960-70.9% | $134,475-65.4% |
| Participation rate | 10.0% | 81.9%-71.9pp | 78.0%-68.0pp | 81.2%-71.2pp |
| Annual return | -6.41% | 552.23%-558.6pp | 408.60%-415.0pp | 417.96%-424.4pp |
| Employer contribution / active EE | $808 | $4,995-83.8% | $4,226-80.9% | $4,740-83.0% |
| Participant deferral / active EE | $2,040 | $6,923-70.5% | $6,182-67.0% | $6,400-68.1% |
| Admin fee / account holder | $23,407 | $10,471+123.5% | $8,698+169.1% | $11,426+104.9% |