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 | $19,243 | $176,377-89.1% | $134,143-85.7% | $158,922-87.9% |
| Participation rate | 36.8% | 78.7%-41.9pp | 72.2%-35.3pp | 82.0%-45.1pp |
| Annual return | 7.66% | 63.63%-56.0pp | 36.33%-28.7pp | 302.83%-295.2pp |
| Employer contribution / active EE | $993 | $5,040-80.3% | $3,704-73.2% | $4,761-79.2% |
| Participant deferral / active EE | $2,043 | $4,091-50.1% | $3,499-41.6% | $5,982-65.8% |
| Admin fee / account holder | $9,006 | $8,718+3.3% | $6,684+34.7% | $11,246-19.9% |