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 | $64,168 | $89,753-28.5% | $107,525-40.3% | $84,808-24.3% |
| Participation rate | 43.9% | 68.1%-24.2pp | 75.1%-31.2pp | 68.3%-24.4pp |
| Annual return | 15.51% | 29.48%-14.0pp | 181.32%-165.8pp | 40.90%-25.4pp |
| Employer contribution / active EE | $949 | $3,113-69.5% | $3,754-74.7% | $2,631-63.9% |
| Participant deferral / active EE | $2,286 | $4,056-43.6% | $5,116-55.3% | $4,212-45.7% |
| Admin fee / account holder | $3,535 | $7,222-51.0% | $8,919-60.4% | $7,344-51.9% |