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 | $24,909 | $53,053-53.0% | $126,539-80.3% | $74,304-66.5% |
| Participation rate | 26.2% | 48.0%-21.8pp | 69.8%-43.6pp | 60.3%-34.1pp |
| Annual return | 19.13% | 29.46%-10.3pp | 425.95%-406.8pp | 29.43%-10.3pp |
| Employer contribution / active EE | $424 | $1,168-63.7% | $3,674-88.5% | $2,241-81.1% |
| Participant deferral / active EE | $818 | $2,303-64.5% | $4,083-80.0% | $3,767-78.3% |
| Admin fee / account holder | $1,261 | $3,698-65.9% | $6,065-79.2% | $2,969-57.5% |