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 | $18,928 | $111,724-83.1% | $93,606-79.8% | $145,922-87.0% |
| Participation rate | 40.0% | 74.2%-34.2pp | 68.7%-28.7pp | 80.3%-40.3pp |
| Annual return | 11.17% | 202.98%-191.8pp | 133.20%-122.0pp | 561.29%-550.1pp |
| Employer contribution / active EE | $1,068 | $3,090-65.4% | $2,420-55.9% | $4,660-77.1% |
| Participant deferral / active EE | $3,253 | $4,912-33.8% | $4,411-26.3% | $6,688-51.4% |
| Admin fee / account holder | $12,636 | $10,250+23.3% | $8,285+52.5% | $13,397-5.7% |