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 | $27,046 | $63,346-57.3% | $92,233-70.7% | $70,131-61.4% |
| Participation rate | 46.7% | 68.7%-22.0pp | 76.5%-29.8pp | 69.5%-22.9pp |
| Annual return | 15.94% | 530.12%-514.2pp | 176.28%-160.3pp | 73.14%-57.2pp |
| Employer contribution / active EE | $655 | $2,471-73.5% | $3,679-82.2% | $2,342-72.0% |
| Participant deferral / active EE | $2,099 | $2,854-26.4% | $3,897-46.1% | $3,332-37.0% |
| Admin fee / account holder | $336 | $3,840-91.2% | $5,194-93.5% | $4,645-92.8% |