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 | $19,560 | $80,717-75.8% | $154,803-87.4% | $84,808-76.9% |
| Participation rate | 37.5% | 66.8%-29.3pp | 78.1%-40.6pp | 68.3%-30.8pp |
| Annual return | 18.78% | 37.96%-19.2pp | 58.88%-40.1pp | 40.90%-22.1pp |
| Employer contribution / active EE | $915 | $2,761-66.9% | $4,305-78.7% | $2,631-65.2% |
| Participant deferral / active EE | $1,227 | $3,303-62.9% | $5,540-77.9% | $4,212-70.9% |
| Admin fee / account holder | $1,423 | $6,746-78.9% | $14,329-90.1% | $7,344-80.6% |