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 10-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 | $22,427 | $159,602-85.9% | $150,045-85.1% | $142,382-84.2% |
| Participation rate | 45.5% | 84.0%-38.5pp | 82.3%-36.9pp | 80.1%-34.7pp |
| Annual return | 13.15% | 70.24%-57.1pp | 62.55%-49.4pp | 217.08%-203.9pp |
| Employer contribution / active EE | $2,416 | $4,961-51.3% | $4,693-48.5% | $4,299-43.8% |
| Participant deferral / active EE | $4,199 | $8,310-49.5% | $7,997-47.5% | $6,507-35.5% |
| Admin fee / account holder | $2,534 | $14,846-82.9% | $13,435-81.1% | $12,624-79.9% |