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 | $17,092 | $29,660-42.4% | $56,411-69.7% | $80,856-78.9% |
| Participation rate | 53.1% | 41.6%+11.5pp | 52.5%+0.7pp | 67.6%-14.5pp |
| Annual return | 14.27% | 35.23%-21.0pp | 1701.33%-1687.1pp | 35.59%-21.3pp |
| Employer contribution / active EE | $362 | $669-45.9% | $1,039-65.2% | $2,755-86.9% |
| Participant deferral / active EE | $833 | $1,226-32.1% | $1,952-57.3% | $4,296-80.6% |
| Admin fee / account holder | $4,601 | $2,428+89.5% | $2,829+62.6% | $6,918-33.5% |