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 6-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 | $22,825 | $81,248-71.9% | $155,509-85.3% | $80,856-71.8% |
| Participation rate | 52.0% | 66.2%-14.2pp | 78.2%-26.2pp | 67.6%-15.6pp |
| Annual return | 11.37% | 33.31%-21.9pp | 64.67%-53.3pp | 35.59%-24.2pp |
| Employer contribution / active EE | $3,093 | $3,100-0.2% | $4,672-33.8% | $2,755+12.3% |
| Participant deferral / active EE | $1,807 | $3,452-47.6% | $5,626-67.9% | $4,296-57.9% |
| Admin fee / account holder | $3,048 | $7,997-61.9% | $15,912-80.8% | $6,918-55.9% |