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 | $20,696 | $95,416-78.3% | $185,823-88.9% | $85,850-75.9% |
| Participation rate | 35.4% | 68.8%-33.4pp | 81.7%-46.3pp | 69.3%-33.9pp |
| Annual return | 14.32% | 23.59%-9.3pp | 122.05%-107.7pp | 318.53%-304.2pp |
| Employer contribution / active EE | $697 | $3,314-79.0% | $5,167-86.5% | $2,565-72.8% |
| Participant deferral / active EE | $1,078 | $3,423-68.5% | $5,568-80.6% | $3,952-72.7% |
| Admin fee / account holder | $683 | $7,213-90.5% | $16,237-95.8% | $6,260-89.1% |