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 | $51,409 | $60,022-14.4% | $88,946-42.2% | $84,808-39.4% |
| Participation rate | 17.0% | 57.8%-40.8pp | 68.8%-51.8pp | 68.3%-51.3pp |
| Annual return | 25.71% | 22.43%+3.3pp | 57.82%-32.1pp | 40.90%-15.2pp |
| Employer contribution / active EE | $448 | $1,703-73.7% | $2,555-82.5% | $2,631-83.0% |
| Participant deferral / active EE | $824 | $3,114-73.6% | $4,581-82.0% | $4,212-80.4% |
| Admin fee / account holder | $1,859 | $4,811-61.4% | $8,261-77.5% | $7,344-74.7% |