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 | $30,926 | $53,516-42.2% | $126,539-75.6% | $84,808-63.5% |
| Participation rate | 45.7% | 58.2%-12.5pp | 69.8%-24.1pp | 68.3%-22.6pp |
| Annual return | 15.03% | 58.34%-43.3pp | 425.95%-410.9pp | 40.90%-25.9pp |
| Employer contribution / active EE | $1,047 | $1,535-31.8% | $3,674-71.5% | $2,631-60.2% |
| Participant deferral / active EE | $2,496 | $2,671-6.6% | $4,083-38.9% | $4,212-40.7% |
| Admin fee / account holder | $1,849 | $4,497-58.9% | $6,065-69.5% | $7,344-74.8% |