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 5-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 | $9,133 | $74,888-87.8% | $71,209-87.2% | $142,382-93.6% |
| Participation rate | 66.7% | 76.2%-9.6pp | 73.8%-7.1pp | 80.1%-13.5pp |
| Annual return | 16.88% | 345.14%-328.3pp | 282.51%-265.6pp | 217.08%-200.2pp |
| Employer contribution / active EE | $831 | $2,854-70.9% | $2,721-69.5% | $4,299-80.7% |
| Participant deferral / active EE | $1,265 | $4,454-71.6% | $4,175-69.7% | $6,507-80.6% |
| Admin fee / account holder | $722 | $5,568-87.0% | $5,349-86.5% | $12,624-94.3% |