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 | $26,202 | $96,635-72.9% | $86,612-69.7% | $139,434-81.2% |
| Participation rate | 25.0% | 74.4%-49.4pp | 71.7%-46.7pp | 80.3%-55.3pp |
| Annual return | 15.15% | 106.41%-91.3pp | 591.07%-575.9pp | 372.94%-357.8pp |
| Employer contribution / active EE | $789 | $3,263-75.8% | $3,022-73.9% | $4,751-83.4% |
| Participant deferral / active EE | $1,084 | $4,836-77.6% | $4,438-75.6% | $6,710-83.8% |
| Admin fee / account holder | $2,964 | $6,408-53.7% | $5,614-47.2% | $11,403-74.0% |