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 8-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 | $23,664 | $65,041-63.6% | $90,951-74.0% | $79,858-70.4% |
| Participation rate | 69.4% | 61.6%+7.8pp | 69.0%+0.4pp | 69.6%-0.2pp |
| Annual return | 25.28% | 30.45%-5.2pp | 134.60%-109.3pp | 31.71%-6.4pp |
| Employer contribution / active EE | $1,454 | $1,247+16.6% | $2,122-31.5% | $2,471-41.2% |
| Participant deferral / active EE | $3,956 | $2,512+57.5% | $3,373+17.3% | $3,740+5.8% |
| Admin fee / account holder | $739 | $4,536-83.7% | $5,959-87.6% | $5,306-86.1% |