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 | $25,408 | $54,705-53.6% | $71,209-64.3% | $84,808-70.0% |
| Participation rate | 51.4% | 64.1%-12.6pp | 73.8%-22.3pp | 68.3%-16.9pp |
| Annual return | 23.32% | 35.90%-12.6pp | 282.51%-259.2pp | 40.90%-17.6pp |
| Employer contribution / active EE | $606 | $2,158-71.9% | $2,721-77.7% | $2,631-77.0% |
| Participant deferral / active EE | $3,360 | $3,030+10.9% | $4,175-19.5% | $4,212-20.2% |
| Admin fee / account holder | $499 | $4,863-89.7% | $5,349-90.7% | $7,344-93.2% |