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 9-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 | $7,954 | $37,426-78.7% | $77,482-89.7% | $79,858-90.0% |
| Participation rate | 23.8% | 41.5%-17.7pp | 54.2%-30.4pp | 69.6%-45.8pp |
| Annual return | 18.55% | 39.70%-21.2pp | 54.79%-36.2pp | 31.71%-13.2pp |
| Employer contribution / active EE | $123 | $637-80.6% | $986-87.5% | $2,471-95.0% |
| Participant deferral / active EE | $658 | $1,260-47.8% | $1,861-64.6% | $3,740-82.4% |
| Admin fee / account holder | $885 | $2,504-64.7% | $2,858-69.0% | $5,306-83.3% |