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 4-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 | $18,674 | $77,314-75.8% | $177,989-89.5% | $80,856-76.9% |
| Participation rate | 51.9% | 65.7%-13.8pp | 77.1%-25.2pp | 67.6%-15.8pp |
| Annual return | 17.02% | 18.09%-1.1pp | 294.48%-277.5pp | 35.59%-18.6pp |
| Employer contribution / active EE | $975 | $2,292-57.5% | $3,949-75.3% | $2,755-64.6% |
| Participant deferral / active EE | $2,153 | $4,411-51.2% | $6,276-65.7% | $4,296-49.9% |
| Admin fee / account holder | $761 | $7,191-89.4% | $10,363-92.7% | $6,918-89.0% |