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 | $17,145 | $108,642-84.2% | $74,701-77.0% | $152,861-88.8% |
| Participation rate | 37.5% | 65.3%-27.8pp | 54.5%-17.0pp | 82.4%-44.9pp |
| Annual return | 22.16% | 114.06%-91.9pp | 752.92%-730.8pp | 345.32%-323.2pp |
| Employer contribution / active EE | $603 | $1,503-59.9% | $1,084-44.4% | $4,762-87.3% |
| Participant deferral / active EE | $2,251 | $2,712-17.0% | $1,964+14.6% | $5,850-61.5% |
| Admin fee / account holder | $849 | $4,902-82.7% | $3,333-74.5% | $11,596-92.7% |