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 | $55,850 | $60,892-8.3% | $82,389-32.2% | $84,808-34.1% |
| Participation rate | 50.8% | 63.3%-12.5pp | 69.5%-18.8pp | 68.3%-17.5pp |
| Annual return | 19.64% | 37.29%-17.7pp | 28.67%-9.0pp | 40.90%-21.3pp |
| Employer contribution / active EE | $1,327 | $1,779-25.4% | $2,517-47.3% | $2,631-49.5% |
| Participant deferral / active EE | $3,002 | $3,179-5.6% | $4,155-27.8% | $4,212-28.7% |
| Admin fee / account holder | $1,571 | $5,467-71.3% | $7,231-78.3% | $7,344-78.6% |