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 | $19,984 | $177,572-88.7% | $154,803-87.1% | $142,382-86.0% |
| Participation rate | 66.7% | 82.1%-15.4pp | 78.1%-11.4pp | 80.1%-13.5pp |
| Annual return | 13.78% | 65.07%-51.3pp | 58.88%-45.1pp | 217.08%-203.3pp |
| Employer contribution / active EE | $1,046 | $4,810-78.2% | $4,305-75.7% | $4,299-75.7% |
| Participant deferral / active EE | $1,814 | $6,272-71.1% | $5,540-67.3% | $6,507-72.1% |
| Admin fee / account holder | $2,508 | $16,786-85.1% | $14,329-82.5% | $12,624-80.1% |