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 | $6,647 | $24,730-73.1% | $66,042-89.9% | $84,808-92.2% |
| Participation rate | 50.5% | 68.1%-17.6pp | 67.5%-17.0pp | 68.3%-17.8pp |
| Annual return | 19.47% | 79.55%-60.1pp | 52.11%-32.6pp | 40.90%-21.4pp |
| Employer contribution / active EE | $444 | $857-48.2% | $1,579-71.9% | $2,631-83.1% |
| Participant deferral / active EE | $1,075 | $1,737-38.1% | $2,835-62.1% | $4,212-74.5% |
| Admin fee / account holder | $983 | $3,014-67.4% | $5,747-82.9% | $7,344-86.6% |