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 9-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 | $31,538 | $81,248-61.2% | $155,509-79.7% | $80,856-61.0% |
| Participation rate | 32.1% | 66.2%-34.1pp | 78.2%-46.0pp | 67.6%-35.5pp |
| Annual return | 11.07% | 33.31%-22.2pp | 64.67%-53.6pp | 35.59%-24.5pp |
| Employer contribution / active EE | $631 | $3,100-79.6% | $4,672-86.5% | $2,755-77.1% |
| Participant deferral / active EE | $1,329 | $3,452-61.5% | $5,626-76.4% | $4,296-69.1% |
| Admin fee / account holder | $845 | $7,997-89.4% | $15,912-94.7% | $6,918-87.8% |