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 3-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 | $13,798 | $60,022-77.0% | $88,946-84.5% | $84,808-83.7% |
| Participation rate | 35.9% | 57.8%-21.9pp | 68.8%-33.0pp | 68.3%-32.4pp |
| Annual return | 14.95% | 22.43%-7.5pp | 57.82%-42.9pp | 40.90%-25.9pp |
| Employer contribution / active EE | $776 | $1,703-54.4% | $2,555-69.6% | $2,631-70.5% |
| Participant deferral / active EE | $1,284 | $3,114-58.8% | $4,581-72.0% | $4,212-69.5% |
| Admin fee / account holder | $5,006 | $4,811+4.1% | $8,261-39.4% | $7,344-31.8% |