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 | $23,429 | $102,966-77.2% | $90,281-74.0% | $152,861-84.7% |
| Participation rate | 16.7% | 75.9%-59.2pp | 73.3%-56.6pp | 82.4%-65.8pp |
| Annual return | 12.75% | 95.16%-82.4pp | 78.10%-65.3pp | 345.32%-332.6pp |
| Employer contribution / active EE | $820 | $3,139-73.9% | $2,854-71.3% | $4,762-82.8% |
| Participant deferral / active EE | $851 | $4,281-80.1% | $3,885-78.1% | $5,850-85.5% |
| Admin fee / account holder | $48,814 | $6,171+691.1% | $5,351+812.2% | $11,596+320.9% |