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 6-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 | $21,502 | $39,019-44.9% | $80,716-73.4% | $85,850-75.0% |
| Participation rate | 13.9% | 41.5%-27.6pp | 54.2%-40.2pp | 69.3%-55.4pp |
| Annual return | 16.06% | 26.27%-10.2pp | 87.28%-71.2pp | 318.53%-302.5pp |
| Employer contribution / active EE | $295 | $722-59.1% | $1,160-74.6% | $2,565-88.5% |
| Participant deferral / active EE | $540 | $1,326-59.3% | $2,146-74.8% | $3,952-86.3% |
| Admin fee / account holder | $2,451 | $2,431+0.8% | $3,380-27.5% | $6,260-60.8% |