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 9-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 | $61,210 | $81,460-24.9% | $103,333-40.8% | $80,856-24.3% |
| Participation rate | 41.3% | 66.8%-25.5pp | 74.5%-33.2pp | 67.6%-26.3pp |
| Annual return | 11.44% | 25.55%-14.1pp | 24.88%-13.4pp | 35.59%-24.2pp |
| Employer contribution / active EE | $1,351 | $3,105-56.5% | $3,868-65.1% | $2,755-51.0% |
| Participant deferral / active EE | $4,324 | $3,869+11.8% | $5,057-14.5% | $4,296+0.7% |
| Admin fee / account holder | $4,214 | $6,566-35.8% | $8,355-49.6% | $6,918-39.1% |