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 | $31,586 | $73,515-57.0% | $62,995-49.9% | $147,584-78.6% |
| Participation rate | 66.7% | 77.9%-11.2pp | 74.8%-8.1pp | 82.8%-16.2pp |
| Annual return | 13.52% | 175.43%-161.9pp | 87.57%-74.0pp | 578.55%-565.0pp |
| Employer contribution / active EE | $1,171 | $3,320-64.7% | $2,759-57.6% | $4,876-76.0% |
| Participant deferral / active EE | $3,483 | $4,185-16.8% | $3,329+4.6% | $5,439-36.0% |
| Admin fee / account holder | $627 | $5,953-89.5% | $3,600-82.6% | $10,885-94.2% |