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 6-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 | $26,533 | $80,717-67.1% | $154,803-82.9% | $84,808-68.7% |
| Participation rate | 53.7% | 66.8%-13.1pp | 78.1%-24.3pp | 68.3%-14.6pp |
| Annual return | 17.51% | 37.96%-20.4pp | 58.88%-41.4pp | 40.90%-23.4pp |
| Employer contribution / active EE | $851 | $2,761-69.2% | $4,305-80.2% | $2,631-67.6% |
| Participant deferral / active EE | $2,765 | $3,303-16.3% | $5,540-50.1% | $4,212-34.3% |
| Admin fee / account holder | $905 | $6,746-86.6% | $14,329-93.7% | $7,344-87.7% |