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 8-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 | $15,313 | $30,400-49.6% | $53,898-71.6% | $84,808-81.9% |
| Participation rate | 54.0% | 46.4%+7.5pp | 55.0%-1.0pp | 68.3%-14.3pp |
| Annual return | 15.44% | 500.19%-484.7pp | 528.60%-513.2pp | 40.90%-25.5pp |
| Employer contribution / active EE | $330 | $603-45.2% | $932-64.5% | $2,631-87.4% |
| Participant deferral / active EE | $1,254 | $1,199+4.6% | $1,826-31.4% | $4,212-70.2% |
| Admin fee / account holder | $2,434 | $1,993+22.1% | $2,491-2.3% | $7,344-66.9% |