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 | $25,815 | $176,377-85.4% | $134,143-80.8% | $158,922-83.8% |
| Participation rate | 64.3% | 78.7%-14.4pp | 72.2%-7.9pp | 82.0%-17.7pp |
| Annual return | 10.02% | 63.63%-53.6pp | 36.33%-26.3pp | 302.83%-292.8pp |
| Employer contribution / active EE | $0 | $5,040-100.0% | $3,704-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $3,961 | $4,091-3.2% | $3,499+13.2% | $5,982-33.8% |
| Admin fee / account holder | $801 | $8,718-90.8% | $6,684-88.0% | $11,246-92.9% |