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 | $21,322 | $49,915-57.3% | $154,803-86.2% | $74,304-71.3% |
| Participation rate | 26.7% | 54.0%-27.2pp | 78.1%-51.3pp | 60.3%-33.6pp |
| Annual return | 24.12% | 34.06%-9.9pp | 58.88%-34.8pp | 29.43%-5.3pp |
| Employer contribution / active EE | $582 | $1,611-63.9% | $4,305-86.5% | $2,241-74.0% |
| Participant deferral / active EE | $880 | $2,255-61.0% | $5,540-84.1% | $3,767-76.6% |
| Admin fee / account holder | $2,450 | $2,189+11.9% | $14,329-82.9% | $2,969-17.5% |