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 | $22,650 | $100,773-77.5% | $88,946-74.5% | $142,382-84.1% |
| Participation rate | 56.3% | 74.3%-18.0pp | 68.8%-12.6pp | 80.1%-23.9pp |
| Annual return | 15.34% | 70.18%-54.8pp | 57.82%-42.5pp | 217.08%-201.7pp |
| Employer contribution / active EE | $457 | $2,918-84.3% | $2,555-82.1% | $4,299-89.4% |
| Participant deferral / active EE | $2,671 | $5,230-48.9% | $4,581-41.7% | $6,507-58.9% |
| Admin fee / account holder | $2,098 | $9,693-78.4% | $8,261-74.6% | $12,624-83.4% |