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 7-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 | $27,091 | $102,616-73.6% | $81,983-67.0% | $158,922-83.0% |
| Participation rate | 64.3% | 75.5%-11.2pp | 69.2%-5.0pp | 82.0%-17.7pp |
| Annual return | 22.09% | 61.04%-39.0pp | 41.31%-19.2pp | 302.83%-280.7pp |
| Employer contribution / active EE | $2,953 | $3,240-8.9% | $2,498+18.2% | $4,761-38.0% |
| Participant deferral / active EE | $8,063 | $4,648+73.5% | $3,722+116.6% | $5,982+34.8% |
| Admin fee / account holder | $689 | $8,235-91.6% | $5,664-87.8% | $11,246-93.9% |