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 5-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 | $16,105 | $111,754-85.6% | $103,333-84.4% | $145,922-89.0% |
| Participation rate | 57.1% | 77.9%-20.8pp | 74.5%-17.4pp | 80.3%-23.1pp |
| Annual return | 17.06% | 24.77%-7.7pp | 24.88%-7.8pp | 561.29%-544.2pp |
| Employer contribution / active EE | $1,995 | $4,212-52.7% | $3,868-48.4% | $4,660-57.2% |
| Participant deferral / active EE | $1,829 | $5,619-67.5% | $5,057-63.8% | $6,688-72.7% |
| Admin fee / account holder | $1,958 | $9,750-79.9% | $8,355-76.6% | $13,397-85.4% |