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 | $25,012 | $111,754-77.6% | $103,333-75.8% | $145,922-82.9% |
| Participation rate | 38.5% | 77.9%-39.5pp | 74.5%-36.0pp | 80.3%-41.8pp |
| Annual return | 11.89% | 24.77%-12.9pp | 24.88%-13.0pp | 561.29%-549.4pp |
| Employer contribution / active EE | $949 | $4,212-77.5% | $3,868-75.5% | $4,660-79.6% |
| Participant deferral / active EE | $1,584 | $5,619-71.8% | $5,057-68.7% | $6,688-76.3% |
| Admin fee / account holder | $1,006 | $9,750-89.7% | $8,355-88.0% | $13,397-92.5% |