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 3-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 | $3,184 | $24,730-87.1% | $66,042-95.2% | $84,808-96.2% |
| Participation rate | 61.5% | 68.1%-6.6pp | 67.5%-6.0pp | 68.3%-6.8pp |
| Annual return | 17.53% | 79.55%-62.0pp | 52.11%-34.6pp | 40.90%-23.4pp |
| Employer contribution / active EE | $268 | $857-68.8% | $1,579-83.1% | $2,631-89.8% |
| Participant deferral / active EE | $817 | $1,737-53.0% | $2,835-71.2% | $4,212-80.6% |
| Admin fee / account holder | $1,420 | $3,014-52.9% | $5,747-75.3% | $7,344-80.7% |