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 6-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 | $23,366 | $30,400-23.1% | $53,898-56.6% | $84,808-72.4% |
| Participation rate | 15.9% | 46.4%-30.5pp | 55.0%-39.1pp | 68.3%-52.4pp |
| Annual return | 15.59% | 500.19%-484.6pp | 528.60%-513.0pp | 40.90%-25.3pp |
| Employer contribution / active EE | $517 | $603-14.3% | $932-44.6% | $2,631-80.4% |
| Participant deferral / active EE | $622 | $1,199-48.1% | $1,826-65.9% | $4,212-85.2% |
| Admin fee / account holder | $2,803 | $1,993+40.6% | $2,491+12.5% | $7,344-61.8% |