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 | $23,480 | $64,839-63.8% | $95,585-75.4% | $84,808-72.3% |
| Participation rate | 46.2% | 63.8%-17.7pp | 72.1%-25.9pp | 68.3%-22.2pp |
| Annual return | 17.38% | -670.96%+688.3pp | 38.56%-21.2pp | 40.90%-23.5pp |
| Employer contribution / active EE | $1,381 | $1,759-21.5% | $2,527-45.3% | $2,631-47.5% |
| Participant deferral / active EE | $3,062 | $2,965+3.3% | $4,023-23.9% | $4,212-27.3% |
| Admin fee / account holder | $7,015 | $5,964+17.6% | $6,127+14.5% | $7,344-4.5% |