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 | $34,903 | $49,922-30.1% | $80,569-56.7% | $75,163-53.6% |
| Participation rate | 39.3% | 55.3%-16.0pp | 67.0%-27.7pp | 67.2%-27.9pp |
| Annual return | 16.43% | 34.69%-18.3pp | 935.43%-919.0pp | 160.62%-144.2pp |
| Employer contribution / active EE | $359 | $1,698-78.8% | $2,723-86.8% | $2,670-86.5% |
| Participant deferral / active EE | $855 | $2,990-71.4% | $4,447-80.8% | $4,125-79.3% |
| Admin fee / account holder | $1,870 | $3,577-47.7% | $5,377-65.2% | $5,651-66.9% |