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 9-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 | $51,220 | $79,944-35.9% | $98,439-48.0% | $75,163-31.9% |
| Participation rate | 34.0% | 70.4%-36.3pp | 75.2%-41.1pp | 67.2%-33.1pp |
| Annual return | 17.24% | 19.75%-2.5pp | 21.16%-3.9pp | 160.62%-143.4pp |
| Employer contribution / active EE | $733 | $2,264-67.6% | $3,048-75.9% | $2,670-72.5% |
| Participant deferral / active EE | $2,619 | $3,752-30.2% | $4,738-44.7% | $4,125-36.5% |
| Admin fee / account holder | $530 | $6,840-92.3% | $8,948-94.1% | $5,651-90.6% |