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 6-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 | $36,149 | $80,717-55.2% | $154,803-76.6% | $84,808-57.4% |
| Participation rate | 44.0% | 66.8%-22.8pp | 78.1%-34.1pp | 68.3%-24.3pp |
| Annual return | 18.31% | 37.96%-19.6pp | 58.88%-40.6pp | 40.90%-22.6pp |
| Employer contribution / active EE | $556 | $2,761-79.9% | $4,305-87.1% | $2,631-78.9% |
| Participant deferral / active EE | $2,137 | $3,303-35.3% | $5,540-61.4% | $4,212-49.3% |
| Admin fee / account holder | $2,782 | $6,746-58.8% | $14,329-80.6% | $7,344-62.1% |