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 | $15,998 | $56,053-71.5% | $75,972-78.9% | $80,856-80.2% |
| Participation rate | 30.8% | 62.0%-31.3pp | 69.1%-38.3pp | 67.6%-36.9pp |
| Annual return | 14.48% | 20.53%-6.1pp | 359.55%-345.1pp | 35.59%-21.1pp |
| Employer contribution / active EE | $1,174 | $1,874-37.3% | $2,685-56.3% | $2,755-57.4% |
| Participant deferral / active EE | $1,847 | $3,052-39.5% | $4,255-56.6% | $4,296-57.0% |
| Admin fee / account holder | $1,411 | $5,234-73.0% | $6,467-78.2% | $6,918-79.6% |