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 | $18,959 | $63,355-70.1% | $91,989-79.4% | $72,985-74.0% |
| Participation rate | 23.3% | 72.5%-49.3pp | 78.6%-55.4pp | 69.5%-46.2pp |
| Annual return | 30.98% | 35.35%-4.4pp | 69.02%-38.0pp | 81.00%-50.0pp |
| Employer contribution / active EE | $0 | $2,116-100.0% | $3,452-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,251 | $4,883-53.9% | $5,923-62.0% | $3,607-37.6% |
| Admin fee / account holder | $680 | $4,668-85.4% | $7,743-91.2% | $5,124-86.7% |