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 | $13,820 | $54,705-74.7% | $71,209-80.6% | $84,808-83.7% |
| Participation rate | 35.5% | 64.1%-28.6pp | 73.8%-38.3pp | 68.3%-32.8pp |
| Annual return | 20.49% | 35.90%-15.4pp | 282.51%-262.0pp | 40.90%-20.4pp |
| Employer contribution / active EE | $520 | $2,158-75.9% | $2,721-80.9% | $2,631-80.3% |
| Participant deferral / active EE | $1,081 | $3,030-64.3% | $4,175-74.1% | $4,212-74.3% |
| Admin fee / account holder | $817 | $4,863-83.2% | $5,349-84.7% | $7,344-88.9% |