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 4-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 | $14,302 | $60,892-76.5% | $82,389-82.6% | $84,808-83.1% |
| Participation rate | 64.5% | 63.3%+1.2pp | 69.5%-5.0pp | 68.3%-3.8pp |
| Annual return | 14.82% | 37.29%-22.5pp | 28.67%-13.8pp | 40.90%-26.1pp |
| Employer contribution / active EE | $1,683 | $1,779-5.4% | $2,517-33.1% | $2,631-36.0% |
| Participant deferral / active EE | $1,593 | $3,179-49.9% | $4,155-61.7% | $4,212-62.2% |
| Admin fee / account holder | $3,266 | $5,467-40.3% | $7,231-54.8% | $7,344-55.5% |