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 | $21,277 | $202,432-89.5% | $169,368-87.4% | $139,434-84.7% |
| Participation rate | 60.0% | 81.1%-21.1pp | 77.1%-17.1pp | 80.3%-20.3pp |
| Annual return | 21.23% | 531.74%-510.5pp | 405.60%-384.4pp | 372.94%-351.7pp |
| Employer contribution / active EE | $1,070 | $4,692-77.2% | $4,013-73.3% | $4,751-77.5% |
| Participant deferral / active EE | $12,271 | $6,938+76.9% | $6,221+97.2% | $6,710+82.9% |
| Admin fee / account holder | $805 | $10,708-92.5% | $9,003-91.1% | $11,403-92.9% |