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 3-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 | $27,214 | $56,053-51.4% | $75,972-64.2% | $80,856-66.3% |
| Participation rate | 46.3% | 62.0%-15.7pp | 69.1%-22.7pp | 67.6%-21.3pp |
| Annual return | 14.12% | 20.53%-6.4pp | 359.55%-345.4pp | 35.59%-21.5pp |
| Employer contribution / active EE | $1,246 | $1,874-33.5% | $2,685-53.6% | $2,755-54.8% |
| Participant deferral / active EE | $2,487 | $3,052-18.5% | $4,255-41.6% | $4,296-42.1% |
| Admin fee / account holder | $873 | $5,234-83.3% | $6,467-86.5% | $6,918-87.4% |