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 | $31,627 | $72,492-56.4% | $87,100-63.7% | $72,985-56.7% |
| Participation rate | 68.1% | 72.8%-4.8pp | 76.9%-8.8pp | 69.5%-1.4pp |
| Annual return | 21.56% | 24.46%-2.9pp | 28.19%-6.6pp | 81.00%-59.4pp |
| Employer contribution / active EE | $610 | $1,894-67.8% | $2,521-75.8% | $2,440-75.0% |
| Participant deferral / active EE | $2,737 | $3,270-16.3% | $4,049-32.4% | $3,607-24.1% |
| Admin fee / account holder | $932 | $5,055-81.6% | $7,497-87.6% | $5,124-81.8% |