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 | $33,966 | $109,881-69.1% | $150,045-77.4% | $84,808-59.9% |
| Participation rate | 65.5% | 76.1%-10.6pp | 82.3%-16.8pp | 68.3%-2.8pp |
| Annual return | 18.46% | 28.25%-9.8pp | 62.55%-44.1pp | 40.90%-22.4pp |
| Employer contribution / active EE | $1,272 | $3,561-64.3% | $4,693-72.9% | $2,631-51.7% |
| Participant deferral / active EE | $3,649 | $6,636-45.0% | $7,997-54.4% | $4,212-13.4% |
| Admin fee / account holder | $1,831 | $8,568-78.6% | $13,435-86.4% | $7,344-75.1% |