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 | $17,109 | $102,966-83.4% | $90,281-81.0% | $152,861-88.8% |
| Participation rate | 69.2% | 75.9%-6.6pp | 73.3%-4.0pp | 82.4%-13.2pp |
| Annual return | 24.63% | 95.16%-70.5pp | 78.10%-53.5pp | 345.32%-320.7pp |
| Employer contribution / active EE | $699 | $3,139-77.7% | $2,854-75.5% | $4,762-85.3% |
| Participant deferral / active EE | $1,621 | $4,281-62.1% | $3,885-58.3% | $5,850-72.3% |
| Admin fee / account holder | $1,146 | $6,171-81.4% | $5,351-78.6% | $11,596-90.1% |