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 5-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 | $19,303 | $71,050-72.8% | $93,606-79.4% | $80,856-76.1% |
| Participation rate | 68.1% | 60.4%+7.7pp | 68.7%-0.6pp | 67.6%+0.4pp |
| Annual return | 38.72% | 11.26%+27.5pp | 133.20%-94.5pp | 35.59%+3.1pp |
| Employer contribution / active EE | $2,414 | $1,564+54.4% | $2,420-0.2% | $2,755-12.4% |
| Participant deferral / active EE | $3,716 | $4,034-7.9% | $4,411-15.8% | $4,296-13.5% |
| Admin fee / account holder | $2,130 | $6,945-69.3% | $8,285-74.3% | $6,918-69.2% |