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 3-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 | $16,984 | $80,717-79.0% | $154,803-89.0% | $84,808-80.0% |
| Participation rate | 61.0% | 66.8%-5.8pp | 78.1%-17.1pp | 68.3%-7.3pp |
| Annual return | 23.20% | 37.96%-14.8pp | 58.88%-35.7pp | 40.90%-17.7pp |
| Employer contribution / active EE | $1,404 | $2,761-49.2% | $4,305-67.4% | $2,631-46.7% |
| Participant deferral / active EE | $3,498 | $3,303+5.9% | $5,540-36.9% | $4,212-16.9% |
| Admin fee / account holder | $2,214 | $6,746-67.2% | $14,329-84.5% | $7,344-69.8% |