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 | $12,946 | $77,899-83.4% | $149,673-91.4% | $75,163-82.8% |
| Participation rate | 59.3% | 65.6%-6.3pp | 78.8%-19.5pp | 67.2%-7.9pp |
| Annual return | 16.04% | 31.72%-15.7pp | 134.42%-118.4pp | 160.62%-144.6pp |
| Employer contribution / active EE | $789 | $3,137-74.9% | $4,818-83.6% | $2,670-70.5% |
| Participant deferral / active EE | $1,462 | $3,411-57.1% | $5,680-74.3% | $4,125-64.6% |
| Admin fee / account holder | $1,697 | $5,956-71.5% | $13,210-87.2% | $5,651-70.0% |