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 | $7,655 | $96,635-92.1% | $86,612-91.2% | $139,434-94.5% |
| Participation rate | 60.0% | 74.4%-14.4pp | 71.7%-11.7pp | 80.3%-20.3pp |
| Annual return | 14.12% | 106.41%-92.3pp | 591.07%-577.0pp | 372.94%-358.8pp |
| Employer contribution / active EE | $1,352 | $3,263-58.6% | $3,022-55.3% | $4,751-71.5% |
| Participant deferral / active EE | $1,427 | $4,836-70.5% | $4,438-67.8% | $6,710-78.7% |
| Admin fee / account holder | $894 | $6,408-86.1% | $5,614-84.1% | $11,403-92.2% |