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 | $28,492 | $60,124-52.6% | $90,404-68.5% | $79,858-64.3% |
| Participation rate | 51.6% | 65.0%-13.4pp | 72.7%-21.1pp | 69.6%-18.0pp |
| Annual return | 12.53% | 71.94%-59.4pp | 1293.02%-1280.5pp | 31.71%-19.2pp |
| Employer contribution / active EE | $642 | $2,068-69.0% | $3,262-80.3% | $2,471-74.0% |
| Participant deferral / active EE | $1,400 | $2,938-52.4% | $3,963-64.7% | $3,740-62.6% |
| Admin fee / account holder | $4,727 | $3,976+18.9% | $5,611-15.7% | $5,306-10.9% |