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 | $20,935 | $49,915-58.1% | $154,803-86.5% | $74,304-71.8% |
| Participation rate | 50.0% | 54.0%-4.0pp | 78.1%-28.1pp | 60.3%-10.3pp |
| Annual return | 20.36% | 34.06%-13.7pp | 58.88%-38.5pp | 29.43%-9.1pp |
| Employer contribution / active EE | $592 | $1,611-63.3% | $4,305-86.3% | $2,241-73.6% |
| Participant deferral / active EE | $1,328 | $2,255-41.1% | $5,540-76.0% | $3,767-64.7% |
| Admin fee / account holder | $26,270 | $2,189+1100.1% | $14,329+83.3% | $2,969+784.8% |