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 4-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 | $22,747 | $109,982-79.3% | $97,226-76.6% | $145,922-84.4% |
| Participation rate | 52.6% | 75.9%-23.3pp | 72.7%-20.1pp | 80.3%-27.6pp |
| Annual return | 12.55% | 242.90%-230.4pp | 75.13%-62.6pp | 561.29%-548.7pp |
| Employer contribution / active EE | $459 | $3,084-85.1% | $2,729-83.2% | $4,660-90.2% |
| Participant deferral / active EE | $2,722 | $4,676-41.8% | $4,264-36.2% | $6,688-59.3% |
| Admin fee / account holder | $751 | $6,221-87.9% | $5,654-86.7% | $13,397-94.4% |