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 | $30,148 | $29,660+1.6% | $56,411-46.6% | $80,856-62.7% |
| Participation rate | 19.6% | 41.6%-22.1pp | 52.5%-32.9pp | 67.6%-48.1pp |
| Annual return | 12.84% | 35.23%-22.4pp | 1701.33%-1688.5pp | 35.59%-22.8pp |
| Employer contribution / active EE | $158 | $669-76.4% | $1,039-84.8% | $2,755-94.3% |
| Participant deferral / active EE | $744 | $1,226-39.3% | $1,952-61.9% | $4,296-82.7% |
| Admin fee / account holder | $7,354 | $2,428+203.0% | $2,829+160.0% | $6,918+6.3% |