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 | $22,464 | $99,877-77.5% | $84,966-73.6% | $145,922-84.6% |
| Participation rate | 63.2% | 74.1%-10.9pp | 67.5%-4.3pp | 80.3%-17.1pp |
| Annual return | 13.54% | 83.76%-70.2pp | 66.38%-52.8pp | 561.29%-547.7pp |
| Employer contribution / active EE | $1,857 | $3,231-42.5% | $2,727-31.9% | $4,660-60.1% |
| Participant deferral / active EE | $4,587 | $5,291-13.3% | $4,519+1.5% | $6,688-31.4% |
| Admin fee / account holder | $498 | $7,248-93.1% | $6,149-91.9% | $13,397-96.3% |