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 6-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 | $32,484 | $81,460-60.1% | $103,333-68.6% | $80,856-59.8% |
| Participation rate | 54.4% | 66.8%-12.5pp | 74.5%-20.1pp | 67.6%-13.3pp |
| Annual return | 15.53% | 25.55%-10.0pp | 24.88%-9.3pp | 35.59%-20.1pp |
| Employer contribution / active EE | $1,827 | $3,105-41.2% | $3,868-52.8% | $2,755-33.7% |
| Participant deferral / active EE | $2,379 | $3,869-38.5% | $5,057-53.0% | $4,296-44.6% |
| Admin fee / account holder | $3,625 | $6,566-44.8% | $8,355-56.6% | $6,918-47.6% |