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 | $30,499 | $89,753-66.0% | $107,525-71.6% | $84,808-64.0% |
| Participation rate | 64.0% | 68.1%-4.1pp | 75.1%-11.1pp | 68.3%-4.3pp |
| Annual return | 20.80% | 29.48%-8.7pp | 181.32%-160.5pp | 40.90%-20.1pp |
| Employer contribution / active EE | $1,660 | $3,113-46.7% | $3,754-55.8% | $2,631-36.9% |
| Participant deferral / active EE | $3,713 | $4,056-8.5% | $5,116-27.4% | $4,212-11.8% |
| Admin fee / account holder | $1,973 | $7,222-72.7% | $8,919-77.9% | $7,344-73.1% |