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 | $38,586 | $85,022-54.6% | $70,515-45.3% | $139,434-72.3% |
| Participation rate | 60.0% | 73.9%-13.9pp | 68.3%-8.3pp | 80.3%-20.3pp |
| Annual return | 12.27% | 30.38%-18.1pp | 32.77%-20.5pp | 372.94%-360.7pp |
| Employer contribution / active EE | $1,814 | $3,909-53.6% | $2,973-39.0% | $4,751-61.8% |
| Participant deferral / active EE | $2,871 | $5,890-51.3% | $4,567-37.1% | $6,710-57.2% |
| Admin fee / account holder | $6,234 | $8,906-30.0% | $6,412-2.8% | $11,403-45.3% |