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 | $20,705 | $111,724-81.5% | $93,606-77.9% | $145,922-85.8% |
| Participation rate | 66.7% | 74.2%-7.5pp | 68.7%-2.1pp | 80.3%-13.6pp |
| Annual return | 23.79% | 202.98%-179.2pp | 133.20%-109.4pp | 561.29%-537.5pp |
| Employer contribution / active EE | $1,682 | $3,090-45.5% | $2,420-30.5% | $4,660-63.9% |
| Participant deferral / active EE | $1,898 | $4,912-61.4% | $4,411-57.0% | $6,688-71.6% |
| Admin fee / account holder | $7,226 | $10,250-29.5% | $8,285-12.8% | $13,397-46.1% |