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 6-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 | $33,369 | $117,983-71.7% | $101,794-67.2% | $142,382-76.6% |
| Participation rate | 50.0% | 74.2%-24.2pp | 69.2%-19.2pp | 80.1%-30.1pp |
| Annual return | 17.37% | 36.92%-19.5pp | 30.53%-13.2pp | 217.08%-199.7pp |
| Employer contribution / active EE | $1,606 | $2,773-42.1% | $2,289-29.9% | $4,299-62.7% |
| Participant deferral / active EE | $2,063 | $4,714-56.2% | $4,084-49.5% | $6,507-68.3% |
| Admin fee / account holder | $1,461 | $10,433-86.0% | $8,777-83.4% | $12,624-88.4% |