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 | $42,424 | $68,719-38.3% | $91,541-53.7% | $84,808-50.0% |
| Participation rate | 17.8% | 64.5%-46.7pp | 69.8%-52.0pp | 68.3%-50.5pp |
| Annual return | 16.92% | 19.12%-2.2pp | 20.50%-3.6pp | 40.90%-24.0pp |
| Employer contribution / active EE | $444 | $1,920-76.9% | $2,505-82.3% | $2,631-83.1% |
| Participant deferral / active EE | $1,359 | $3,136-56.6% | $4,008-66.1% | $4,212-67.7% |
| Admin fee / account holder | $8,153 | $5,786+40.9% | $6,956+17.2% | $7,344+11.0% |