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 5-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 | $22,738 | $31,310-27.4% | $53,898-57.8% | $74,304-69.4% |
| Participation rate | 29.7% | 30.7%-1.0pp | 55.0%-25.3pp | 60.3%-30.6pp |
| Annual return | 15.20% | 23.16%-8.0pp | 528.60%-513.4pp | 29.43%-14.2pp |
| Employer contribution / active EE | $428 | $450-4.9% | $932-54.1% | $2,241-80.9% |
| Participant deferral / active EE | $664 | $934-28.9% | $1,826-63.6% | $3,767-82.4% |
| Admin fee / account holder | $2,118 | $2,175-2.7% | $2,491-15.0% | $2,969-28.7% |