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 | $23,890 | $65,041-63.3% | $90,951-73.7% | $79,858-70.1% |
| Participation rate | 68.3% | 61.6%+6.7pp | 69.0%-0.7pp | 69.6%-1.3pp |
| Annual return | 16.99% | 30.45%-13.5pp | 134.60%-117.6pp | 31.71%-14.7pp |
| Employer contribution / active EE | $2,570 | $1,247+106.0% | $2,122+21.1% | $2,471+4.0% |
| Participant deferral / active EE | $3,341 | $2,512+33.0% | $3,373-0.9% | $3,740-10.7% |
| Admin fee / account holder | $4,716 | $4,536+4.0% | $5,959-20.8% | $5,306-11.1% |