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 4-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 | $21,788 | $48,230-54.8% | $67,502-67.7% | $80,856-73.1% |
| Participation rate | 30.4% | 66.4%-35.9pp | 72.9%-42.4pp | 67.6%-37.2pp |
| Annual return | 14.54% | 18.28%-3.7pp | 3512.12%-3497.6pp | 35.59%-21.1pp |
| Employer contribution / active EE | $685 | $2,020-66.1% | $2,731-74.9% | $2,755-75.1% |
| Participant deferral / active EE | $1,620 | $2,924-44.6% | $4,000-59.5% | $4,296-62.3% |
| Admin fee / account holder | $1,949 | $3,681-47.0% | $3,998-51.2% | $6,918-71.8% |