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 | $15,512 | $76,738-79.8% | $56,411-72.5% | $145,922-89.4% |
| Participation rate | 22.7% | 63.2%-40.5pp | 52.5%-29.7pp | 80.3%-57.5pp |
| Annual return | 9.78% | 2994.23%-2984.4pp | 1701.33%-1691.5pp | 561.29%-551.5pp |
| Employer contribution / active EE | $565 | $1,380-59.0% | $1,039-45.6% | $4,660-87.9% |
| Participant deferral / active EE | $421 | $2,623-84.0% | $1,952-78.4% | $6,688-93.7% |
| Admin fee / account holder | $3,264 | $3,334-2.1% | $2,829+15.4% | $13,397-75.6% |