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 8-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 | $27,905 | $81,248-65.7% | $155,509-82.1% | $80,856-65.5% |
| Participation rate | 40.4% | 66.2%-25.8pp | 78.2%-37.8pp | 67.6%-27.2pp |
| Annual return | 15.70% | 33.31%-17.6pp | 64.67%-49.0pp | 35.59%-19.9pp |
| Employer contribution / active EE | $937 | $3,100-69.8% | $4,672-79.9% | $2,755-66.0% |
| Participant deferral / active EE | $1,131 | $3,452-67.2% | $5,626-79.9% | $4,296-73.7% |
| Admin fee / account holder | $1,144 | $7,997-85.7% | $15,912-92.8% | $6,918-83.5% |