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 | $7,772 | $29,660-73.8% | $56,411-86.2% | $80,856-90.4% |
| Participation rate | 6.4% | 41.6%-35.3pp | 52.5%-46.1pp | 67.6%-61.3pp |
| Annual return | 13.82% | 35.23%-21.4pp | 1701.33%-1687.5pp | 35.59%-21.8pp |
| Employer contribution / active EE | $340 | $669-49.1% | $1,039-67.2% | $2,755-87.6% |
| Participant deferral / active EE | $340 | $1,226-72.2% | $1,952-82.6% | $4,296-92.1% |
| Admin fee / account holder | $40,333 | $2,428+1561.5% | $2,829+1325.8% | $6,918+483.0% |