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 4-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 | $23,613 | $106,515-77.8% | $96,683-75.6% | $139,434-83.1% |
| Participation rate | 16.7% | 77.8%-61.2pp | 74.3%-57.7pp | 80.3%-63.7pp |
| Annual return | 23.69% | 38.43%-14.7pp | 35.69%-12.0pp | 372.94%-349.3pp |
| Employer contribution / active EE | $1,163 | $4,103-71.7% | $3,737-68.9% | $4,751-75.5% |
| Participant deferral / active EE | $3,020 | $5,454-44.6% | $4,878-38.1% | $6,710-55.0% |
| Admin fee / account holder | $14,012 | $7,877+77.9% | $6,730+108.2% | $11,403+22.9% |