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 | $35,342 | $89,753-60.6% | $107,525-67.1% | $84,808-58.3% |
| Participation rate | 50.0% | 68.1%-18.1pp | 75.1%-25.1pp | 68.3%-18.3pp |
| Annual return | 18.45% | 29.48%-11.0pp | 181.32%-162.9pp | 40.90%-22.4pp |
| Employer contribution / active EE | $1,626 | $3,113-47.8% | $3,754-56.7% | $2,631-38.2% |
| Participant deferral / active EE | $4,066 | $4,056+0.2% | $5,116-20.5% | $4,212-3.5% |
| Admin fee / account holder | $1,744 | $7,222-75.9% | $8,919-80.4% | $7,344-76.3% |