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 | $65,161 | $89,753-27.4% | $107,525-39.4% | $84,808-23.2% |
| Participation rate | 37.8% | 68.1%-30.2pp | 75.1%-37.2pp | 68.3%-30.5pp |
| Annual return | 18.42% | 29.48%-11.1pp | 181.32%-162.9pp | 40.90%-22.5pp |
| Employer contribution / active EE | $1,937 | $3,113-37.8% | $3,754-48.4% | $2,631-26.4% |
| Participant deferral / active EE | $5,193 | $4,056+28.0% | $5,116+1.5% | $4,212+23.3% |
| Admin fee / account holder | $1,556 | $7,222-78.5% | $8,919-82.5% | $7,344-78.8% |