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 | $6,258 | $34,308-81.8% | $74,701-91.6% | $72,985-91.4% |
| Participation rate | 66.2% | 42.4%+23.8pp | 54.5%+11.7pp | 69.5%-3.3pp |
| Annual return | 24.76% | 26.58%-1.8pp | 752.92%-728.2pp | 81.00%-56.2pp |
| Employer contribution / active EE | $521 | $692-24.7% | $1,084-51.9% | $2,440-78.7% |
| Participant deferral / active EE | $681 | $1,271-46.5% | $1,964-65.3% | $3,607-81.1% |
| Admin fee / account holder | $515 | $2,124-75.8% | $3,333-84.5% | $5,124-89.9% |