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 7-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 | $26,157 | $105,859-75.3% | $90,160-71.0% | $147,584-82.3% |
| Participation rate | 22.2% | 79.7%-57.5pp | 76.9%-54.7pp | 82.8%-60.6pp |
| Annual return | 25.00% | 37.63%-12.6pp | 34.88%-9.9pp | 578.55%-553.5pp |
| Employer contribution / active EE | $0 | $4,126-100.0% | $3,318-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $2,919 | $5,733-49.1% | $5,288-44.8% | $5,439-46.3% |
| Admin fee / account holder | $561 | $8,046-93.0% | $5,943-90.6% | $10,885-94.9% |