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 | $63,369 | $89,753-29.4% | $107,525-41.1% | $84,808-25.3% |
| Participation rate | 57.7% | 68.1%-10.4pp | 75.1%-17.4pp | 68.3%-10.6pp |
| Annual return | 19.60% | 29.48%-9.9pp | 181.32%-161.7pp | 40.90%-21.3pp |
| Employer contribution / active EE | $2,222 | $3,113-28.6% | $3,754-40.8% | $2,631-15.6% |
| Participant deferral / active EE | $3,521 | $4,056-13.2% | $5,116-31.2% | $4,212-16.4% |
| Admin fee / account holder | $2,224 | $7,222-69.2% | $8,919-75.1% | $7,344-69.7% |