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 | $13,002 | $80,717-83.9% | $154,803-91.6% | $84,808-84.7% |
| Participation rate | 34.0% | 66.8%-32.8pp | 78.1%-44.1pp | 68.3%-34.3pp |
| Annual return | 15.43% | 37.96%-22.5pp | 58.88%-43.5pp | 40.90%-25.5pp |
| Employer contribution / active EE | $0 | $2,761-100.0% | $4,305-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $900 | $3,303-72.8% | $5,540-83.8% | $4,212-78.6% |
| Admin fee / account holder | $6,573 | $6,746-2.6% | $14,329-54.1% | $7,344-10.5% |