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 | $11,046 | $24,730-55.3% | $66,042-83.3% | $84,808-87.0% |
| Participation rate | 59.4% | 68.1%-8.7pp | 67.5%-8.1pp | 68.3%-8.9pp |
| Annual return | 21.43% | 79.55%-58.1pp | 52.11%-30.7pp | 40.90%-19.5pp |
| Employer contribution / active EE | $458 | $857-46.5% | $1,579-71.0% | $2,631-82.6% |
| Participant deferral / active EE | $1,825 | $1,737+5.1% | $2,835-35.6% | $4,212-56.7% |
| Admin fee / account holder | $778 | $3,014-74.2% | $5,747-86.5% | $7,344-89.4% |