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 | $28,327 | $27,915+1.5% | $58,482-51.6% | $75,163-62.3% |
| Participation rate | 60.0% | 38.8%+21.2pp | 50.9%+9.1pp | 67.2%-7.2pp |
| Annual return | 16.05% | 44.20%-28.2pp | 4239.32%-4223.3pp | 160.62%-144.6pp |
| Employer contribution / active EE | $1,416 | $669+111.7% | $1,053+34.5% | $2,670-47.0% |
| Participant deferral / active EE | $2,774 | $1,201+130.9% | $1,924+44.2% | $4,125-32.8% |
| Admin fee / account holder | $1,578 | $1,726-8.5% | $2,516-37.3% | $5,651-72.1% |