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 | $32,034 | $70,587-54.6% | $124,672-74.3% | $85,850-62.7% |
| Participation rate | 51.2% | 64.4%-13.3pp | 74.6%-23.4pp | 69.3%-18.2pp |
| Annual return | 16.08% | 20688.83%-20672.7pp | 5142.93%-5126.8pp | 318.53%-302.5pp |
| Employer contribution / active EE | $684 | $1,913-64.2% | $3,324-79.4% | $2,565-73.3% |
| Participant deferral / active EE | $1,544 | $2,969-48.0% | $4,614-66.5% | $3,952-60.9% |
| Admin fee / account holder | $17,110 | $5,282+223.9% | $7,493+128.3% | $6,260+173.3% |