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 | $11,057 | $117,983-90.6% | $101,794-89.1% | $142,382-92.2% |
| Participation rate | 61.9% | 74.2%-12.3pp | 69.2%-7.3pp | 80.1%-18.2pp |
| Annual return | 14.09% | 36.92%-22.8pp | 30.53%-16.4pp | 217.08%-203.0pp |
| Employer contribution / active EE | $559 | $2,773-79.8% | $2,289-75.6% | $4,299-87.0% |
| Participant deferral / active EE | $1,739 | $4,714-63.1% | $4,084-57.4% | $6,507-73.3% |
| Admin fee / account holder | $1,551 | $10,433-85.1% | $8,777-82.3% | $12,624-87.7% |