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 | $22,156 | $63,346-65.0% | $92,233-76.0% | $70,131-68.4% |
| Participation rate | 46.3% | 68.7%-22.3pp | 76.5%-30.1pp | 69.5%-23.2pp |
| Annual return | 15.04% | 530.12%-515.1pp | 176.28%-161.2pp | 73.14%-58.1pp |
| Employer contribution / active EE | $1,000 | $2,471-59.5% | $3,679-72.8% | $2,342-57.3% |
| Participant deferral / active EE | $2,679 | $2,854-6.1% | $3,897-31.3% | $3,332-19.6% |
| Admin fee / account holder | $457 | $3,840-88.1% | $5,194-91.2% | $4,645-90.2% |