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 | $38,660 | $83,908-53.9% | $68,509-43.6% | $125,391-69.2% |
| Participation rate | 66.7% | 78.2%-11.5pp | 74.7%-8.1pp | 83.2%-16.5pp |
| Annual return | -3.30% | 14.48%-17.8pp | 8.27%-11.6pp | 282.22%-285.5pp |
| Employer contribution / active EE | $3,071 | $3,031+1.3% | $2,278+34.8% | $4,866-36.9% |
| Participant deferral / active EE | $3,748 | $4,125-9.1% | $3,382+10.8% | $5,352-30.0% |
| Admin fee / account holder | $351 | $8,982-96.1% | $5,275-93.3% | $9,540-96.3% |