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 | $20,019 | $51,175-60.9% | $70,515-71.6% | $75,163-73.4% |
| Participation rate | 35.5% | 60.9%-25.5pp | 68.3%-32.9pp | 67.2%-31.7pp |
| Annual return | 24.02% | 30.02%-6.0pp | 32.77%-8.7pp | 160.62%-136.6pp |
| Employer contribution / active EE | $632 | $1,826-65.4% | $2,973-78.7% | $2,670-76.3% |
| Participant deferral / active EE | $1,613 | $2,849-43.4% | $4,567-64.7% | $4,125-60.9% |
| Admin fee / account holder | $3,920 | $4,091-4.2% | $6,412-38.9% | $5,651-30.6% |