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 | $21,124 | $54,762-61.4% | $90,281-76.6% | $72,985-71.1% |
| Participation rate | 65.1% | 65.1%0pp | 73.3%-8.2pp | 69.5%-4.4pp |
| Annual return | 19.75% | 30.63%-10.9pp | 78.10%-58.4pp | 81.00%-61.3pp |
| Employer contribution / active EE | $393 | $2,092-81.2% | $2,854-86.2% | $2,440-83.9% |
| Participant deferral / active EE | $1,324 | $2,887-54.2% | $3,885-65.9% | $3,607-63.3% |
| Admin fee / account holder | $402 | $3,972-89.9% | $5,351-92.5% | $5,124-92.1% |