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 | $21,325 | $177,572-88.0% | $154,803-86.2% | $142,382-85.0% |
| Participation rate | 35.0% | 82.1%-47.1pp | 78.1%-43.1pp | 80.1%-45.1pp |
| Annual return | 17.24% | 65.07%-47.8pp | 58.88%-41.6pp | 217.08%-199.8pp |
| Employer contribution / active EE | $1,283 | $4,810-73.3% | $4,305-70.2% | $4,299-70.2% |
| Participant deferral / active EE | $2,284 | $6,272-63.6% | $5,540-58.8% | $6,507-64.9% |
| Admin fee / account holder | $3,164 | $16,786-81.2% | $14,329-77.9% | $12,624-74.9% |