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 7-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 | $25,598 | $91,190-71.9% | $178,490-85.7% | $79,858-67.9% |
| Participation rate | 20.4% | 69.2%-48.8pp | 81.9%-61.5pp | 69.6%-49.2pp |
| Annual return | 24.02% | 24.19%-0.2pp | 151.07%-127.1pp | 31.71%-7.7pp |
| Employer contribution / active EE | $418 | $3,256-87.2% | $5,011-91.7% | $2,471-83.1% |
| Participant deferral / active EE | $1,448 | $3,236-55.3% | $5,202-72.2% | $3,740-61.3% |
| Admin fee / account holder | $1,556 | $6,751-76.9% | $13,984-88.9% | $5,306-70.7% |