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 6-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 | $19,230 | $115,708-83.4% | $65,255-70.5% | $139,434-86.2% |
| Participation rate | 54.5% | 67.8%-13.3pp | 65.0%-10.4pp | 80.3%-25.8pp |
| Annual return | 18.95% | 31.19%-12.2pp | 47.35%-28.4pp | 372.94%-354.0pp |
| Employer contribution / active EE | $1,118 | $2,599-57.0% | $1,691-33.9% | $4,751-76.5% |
| Participant deferral / active EE | $4,737 | $4,240+11.7% | $2,831+67.3% | $6,710-29.4% |
| Admin fee / account holder | $744 | $6,698-88.9% | $4,112-81.9% | $11,403-93.5% |