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 7-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 | $52,054 | $65,365-20.4% | $92,893-44.0% | $72,985-28.7% |
| Participation rate | 58.9% | 68.3%-9.4pp | 76.0%-17.1pp | 69.5%-10.6pp |
| Annual return | 20.07% | 42.10%-22.0pp | 109.41%-89.3pp | 81.00%-60.9pp |
| Employer contribution / active EE | $697 | $2,594-73.1% | $3,653-80.9% | $2,440-71.5% |
| Participant deferral / active EE | $1,998 | $3,128-36.1% | $4,236-52.8% | $3,607-44.6% |
| Admin fee / account holder | $304 | $4,251-92.8% | $5,794-94.8% | $5,124-94.1% |