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 | $22,992 | $104,974-78.1% | $95,585-75.9% | $142,382-83.9% |
| Participation rate | 66.7% | 75.0%-8.3pp | 72.1%-5.4pp | 80.1%-13.5pp |
| Annual return | 12.94% | 210.33%-197.4pp | 38.56%-25.6pp | 217.08%-204.1pp |
| Employer contribution / active EE | $3,889 | $2,779+40.0% | $2,527+53.9% | $4,299-9.5% |
| Participant deferral / active EE | $14,099 | $4,352+224.0% | $4,023+250.5% | $6,507+116.7% |
| Admin fee / account holder | $504,901 | $6,386+7806.3% | $6,127+8140.1% | $12,624+3899.6% |