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 | $14,851 | $30,588-51.4% | $53,898-72.4% | $85,563-82.6% |
| Participation rate | 9.1% | 26.3%-17.3pp | 55.0%-45.9pp | 66.0%-56.9pp |
| Annual return | 19.64% | 50.42%-30.8pp | 528.60%-509.0pp | 31.51%-11.9pp |
| Employer contribution / active EE | $186 | $436-57.4% | $932-80.1% | $2,654-93.0% |
| Participant deferral / active EE | $313 | $848-63.1% | $1,826-82.9% | $4,375-92.8% |
| Admin fee / account holder | $3,593 | $1,879+91.2% | $2,491+44.2% | $834+330.7% |