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 4-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 | $42,727 | $51,045-16.3% | $70,515-39.4% | $71,457-40.2% |
| Participation rate | 32.0% | 59.4%-27.4pp | 68.3%-36.3pp | 67.9%-35.9pp |
| Annual return | 17.22% | 42.63%-25.4pp | 32.77%-15.6pp | 28.85%-11.6pp |
| Employer contribution / active EE | $631 | $1,790-64.7% | $2,973-78.8% | $2,588-75.6% |
| Participant deferral / active EE | $1,183 | $3,026-60.9% | $4,567-74.1% | $4,289-72.4% |
| Admin fee / account holder | $1,543 | $1,994-22.6% | $6,412-75.9% | $1,587-2.8% |