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 | $27,741 | $37,426-25.9% | $77,482-64.2% | $79,858-65.3% |
| Participation rate | 13.5% | 41.5%-28.0pp | 54.2%-40.7pp | 69.6%-56.2pp |
| Annual return | 27.86% | 39.70%-11.8pp | 54.79%-26.9pp | 31.71%-3.9pp |
| Employer contribution / active EE | $185 | $637-71.0% | $986-81.3% | $2,471-92.5% |
| Participant deferral / active EE | $877 | $1,260-30.4% | $1,861-52.9% | $3,740-76.5% |
| Admin fee / account holder | $389 | $2,504-84.5% | $2,858-86.4% | $5,306-92.7% |