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 | $14,228 | $56,317-74.7% | $71,209-80.0% | $74,304-80.9% |
| Participation rate | 28.0% | 55.1%-27.2pp | 73.8%-45.8pp | 60.3%-32.4pp |
| Annual return | 19.36% | 42.83%-23.5pp | 282.51%-263.2pp | 29.43%-10.1pp |
| Employer contribution / active EE | $500 | $2,160-76.9% | $2,721-81.6% | $2,241-77.7% |
| Participant deferral / active EE | $680 | $2,788-75.6% | $4,175-83.7% | $3,767-82.0% |
| Admin fee / account holder | $1,450 | $2,290-36.7% | $5,349-72.9% | $2,969-51.2% |