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 | $19,606 | $150,187-86.9% | $120,354-83.7% | $145,922-86.6% |
| Participation rate | 58.3% | 78.8%-20.4pp | 71.9%-13.6pp | 80.3%-21.9pp |
| Annual return | 11.32% | 154.07%-142.7pp | 107.15%-95.8pp | 561.29%-550.0pp |
| Employer contribution / active EE | $1,065 | $4,348-75.5% | $3,463-69.2% | $4,660-77.1% |
| Participant deferral / active EE | $1,468 | $6,173-76.2% | $4,991-70.6% | $6,688-78.1% |
| Admin fee / account holder | $3,303 | $12,207-72.9% | $9,423-64.9% | $13,397-75.3% |