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 8-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 | $30,617 | $80,968-62.2% | $96,544-68.3% | $75,163-59.3% |
| Participation rate | 68.1% | 71.8%-3.7pp | 76.0%-7.9pp | 67.2%+0.9pp |
| Annual return | 13.31% | 27.06%-13.8pp | 25.84%-12.5pp | 160.62%-147.3pp |
| Employer contribution / active EE | $1,314 | $2,282-42.4% | $2,965-55.7% | $2,670-50.8% |
| Participant deferral / active EE | $3,667 | $3,928-6.7% | $4,851-24.4% | $4,125-11.1% |
| Admin fee / account holder | $8,001 | $6,724+19.0% | $8,252-3.0% | $5,651+41.6% |