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 7-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 | $49,443 | $117,983-58.1% | $101,794-51.4% | $142,382-65.3% |
| Participation rate | 33.3% | 74.2%-40.9pp | 69.2%-35.9pp | 80.1%-46.8pp |
| Annual return | 15.28% | 36.92%-21.6pp | 30.53%-15.2pp | 217.08%-201.8pp |
| Employer contribution / active EE | $817 | $2,773-70.5% | $2,289-64.3% | $4,299-81.0% |
| Participant deferral / active EE | $1,932 | $4,714-59.0% | $4,084-52.7% | $6,507-70.3% |
| Admin fee / account holder | $2,572 | $10,433-75.4% | $8,777-70.7% | $12,624-79.6% |