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 8-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 | $13,365 | $80,717-83.4% | $154,803-91.4% | $84,808-84.2% |
| Participation rate | 56.5% | 66.8%-10.3pp | 78.1%-21.5pp | 68.3%-11.8pp |
| Annual return | 14.81% | 37.96%-23.1pp | 58.88%-44.1pp | 40.90%-26.1pp |
| Employer contribution / active EE | $430 | $2,761-84.4% | $4,305-90.0% | $2,631-83.6% |
| Participant deferral / active EE | $1,150 | $3,303-65.2% | $5,540-79.2% | $4,212-72.7% |
| Admin fee / account holder | $3,131 | $6,746-53.6% | $14,329-78.1% | $7,344-57.4% |