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 4-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 | $25,035 | $71,050-64.8% | $93,606-73.3% | $80,856-69.0% |
| Participation rate | 32.3% | 60.4%-28.1pp | 68.7%-36.5pp | 67.6%-35.4pp |
| Annual return | 16.89% | 11.26%+5.6pp | 133.20%-116.3pp | 35.59%-18.7pp |
| Employer contribution / active EE | $963 | $1,564-38.4% | $2,420-60.2% | $2,755-65.0% |
| Participant deferral / active EE | $2,557 | $4,034-36.6% | $4,411-42.0% | $4,296-40.5% |
| Admin fee / account holder | $406 | $6,945-94.1% | $8,285-95.1% | $6,918-94.1% |