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 | $18,543 | $58,208-68.1% | $81,812-77.3% | $80,856-77.1% |
| Participation rate | 35.8% | 63.4%-27.6pp | 72.3%-36.5pp | 67.6%-31.8pp |
| Annual return | 11.13% | 41.66%-30.5pp | 773.79%-762.7pp | 35.59%-24.5pp |
| Employer contribution / active EE | $570 | $2,340-75.6% | $2,912-80.4% | $2,755-79.3% |
| Participant deferral / active EE | $1,004 | $3,281-69.4% | $4,319-76.8% | $4,296-76.6% |
| Admin fee / account holder | $572 | $4,981-88.5% | $7,386-92.3% | $6,918-91.7% |