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 3-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 | $49,358 | $58,208-15.2% | $81,812-39.7% | $80,856-39.0% |
| Participation rate | 53.1% | 63.4%-10.4pp | 72.3%-19.3pp | 67.6%-14.6pp |
| Annual return | 13.15% | 41.66%-28.5pp | 773.79%-760.6pp | 35.59%-22.4pp |
| Employer contribution / active EE | $1,091 | $2,340-53.4% | $2,912-62.5% | $2,755-60.4% |
| Participant deferral / active EE | $3,231 | $3,281-1.5% | $4,319-25.2% | $4,296-24.8% |
| Admin fee / account holder | $1,238 | $4,981-75.1% | $7,386-83.2% | $6,918-82.1% |