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 | $35,323 | $148,534-76.2% | $135,903-74.0% | $139,434-74.7% |
| Participation rate | 25.0% | 83.9%-58.9pp | 81.9%-56.9pp | 80.3%-55.3pp |
| Annual return | 14.70% | 79.19%-64.5pp | 68.23%-53.5pp | 372.94%-358.2pp |
| Employer contribution / active EE | $1,026 | $5,243-80.4% | $4,856-78.9% | $4,751-78.4% |
| Participant deferral / active EE | $3,502 | $8,100-56.8% | $7,758-54.9% | $6,710-47.8% |
| Admin fee / account holder | $2,973 | $12,400-76.0% | $10,762-72.4% | $11,403-73.9% |