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 9-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 | $21,250 | $65,365-67.5% | $92,893-77.1% | $72,985-70.9% |
| Participation rate | 28.3% | 68.3%-40.0pp | 76.0%-47.7pp | 69.5%-41.2pp |
| Annual return | 30.45% | 42.10%-11.7pp | 109.41%-79.0pp | 81.00%-50.6pp |
| Employer contribution / active EE | $0 | $2,594-100.0% | $3,653-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $3,344 | $3,128+6.9% | $4,236-21.1% | $3,607-7.3% |
| Admin fee / account holder | $839 | $4,251-80.3% | $5,794-85.5% | $5,124-83.6% |