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 | $16,993 | $80,717-78.9% | $154,803-89.0% | $84,808-80.0% |
| Participation rate | 51.9% | 66.8%-15.0pp | 78.1%-26.2pp | 68.3%-16.5pp |
| Annual return | 18.85% | 37.96%-19.1pp | 58.88%-40.0pp | 40.90%-22.0pp |
| Employer contribution / active EE | $1,047 | $2,761-62.1% | $4,305-75.7% | $2,631-60.2% |
| Participant deferral / active EE | $2,319 | $3,303-29.8% | $5,540-58.1% | $4,212-44.9% |
| Admin fee / account holder | $2,873 | $6,746-57.4% | $14,329-79.9% | $7,344-60.9% |