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 | $20,368 | $29,548-31.1% | $56,411-63.9% | $77,643-73.8% |
| Participation rate | 10.9% | 32.7%-21.7pp | 52.5%-41.5pp | 70.6%-59.6pp |
| Annual return | 12.90% | 19.01%-6.1pp | 1701.33%-1688.4pp | 31.24%-18.3pp |
| Employer contribution / active EE | $178 | $568-68.7% | $1,039-82.9% | $2,726-93.5% |
| Participant deferral / active EE | $525 | $1,061-50.5% | $1,952-73.1% | $4,647-88.7% |
| Admin fee / account holder | $2,369 | $1,046+126.4% | $2,829-16.3% | $430+450.3% |