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 | $44,704 | $48,795-8.4% | $65,493-31.7% | $84,808-47.3% |
| Participation rate | 35.3% | 67.0%-31.7pp | 73.1%-37.8pp | 68.3%-33.0pp |
| Annual return | 17.73% | 20.20%-2.5pp | 982.45%-964.7pp | 40.90%-23.2pp |
| Employer contribution / active EE | $899 | $1,930-53.4% | $2,574-65.1% | $2,631-65.8% |
| Participant deferral / active EE | $1,880 | $2,928-35.8% | $3,961-52.5% | $4,212-55.4% |
| Admin fee / account holder | $1,281 | $3,877-67.0% | $5,028-74.5% | $7,344-82.6% |