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 3-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 | $25,707 | $77,314-66.8% | $177,989-85.6% | $80,856-68.2% |
| Participation rate | 37.1% | 65.7%-28.6pp | 77.1%-39.9pp | 67.6%-30.5pp |
| Annual return | 13.38% | 18.09%-4.7pp | 294.48%-281.1pp | 35.59%-22.2pp |
| Employer contribution / active EE | $718 | $2,292-68.7% | $3,949-81.8% | $2,755-73.9% |
| Participant deferral / active EE | $4,137 | $4,411-6.2% | $6,276-34.1% | $4,296-3.7% |
| Admin fee / account holder | $7,725 | $7,191+7.4% | $10,363-25.5% | $6,918+11.7% |