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 | $8,701 | $88,751-90.2% | $81,812-89.4% | $145,922-94.0% |
| Participation rate | 23.5% | 75.0%-51.5pp | 72.3%-48.8pp | 80.3%-56.7pp |
| Annual return | 10.39% | 1025.40%-1015.0pp | 773.79%-763.4pp | 561.29%-550.9pp |
| Employer contribution / active EE | $415 | $3,083-86.5% | $2,912-85.7% | $4,660-91.1% |
| Participant deferral / active EE | $692 | $4,643-85.1% | $4,319-84.0% | $6,688-89.7% |
| Admin fee / account holder | $8,302 | $8,415-1.3% | $7,386+12.4% | $13,397-38.0% |