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 | $14,365 | $177,572-91.9% | $154,803-90.7% | $142,382-89.9% |
| Participation rate | 60.0% | 82.1%-22.1pp | 78.1%-18.1pp | 80.1%-20.1pp |
| Annual return | 19.70% | 65.07%-45.4pp | 58.88%-39.2pp | 217.08%-197.4pp |
| Employer contribution / active EE | $1,307 | $4,810-72.8% | $4,305-69.6% | $4,299-69.6% |
| Participant deferral / active EE | $2,688 | $6,272-57.1% | $5,540-51.5% | $6,507-58.7% |
| Admin fee / account holder | $718 | $16,786-95.7% | $14,329-95.0% | $12,624-94.3% |