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 | $37,438 | $78,422-52.3% | $95,952-61.0% | $79,858-53.1% |
| Participation rate | 57.6% | 73.5%-15.9pp | 77.1%-19.5pp | 69.6%-12.1pp |
| Annual return | 16.82% | 19.37%-2.6pp | 91.61%-74.8pp | 31.71%-14.9pp |
| Employer contribution / active EE | $824 | $1,945-57.7% | $2,541-67.6% | $2,471-66.7% |
| Participant deferral / active EE | $2,918 | $3,440-15.2% | $4,167-30.0% | $3,740-22.0% |
| Admin fee / account holder | $3,812 | $5,622-32.2% | $6,795-43.9% | $5,306-28.2% |