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 7-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 | $39,803 | $85,022-53.2% | $70,515-43.6% | $139,434-71.5% |
| Participation rate | 45.0% | 73.9%-28.9pp | 68.3%-23.3pp | 80.3%-35.3pp |
| Annual return | 14.56% | 30.38%-15.8pp | 32.77%-18.2pp | 372.94%-358.4pp |
| Employer contribution / active EE | $541 | $3,909-86.2% | $2,973-81.8% | $4,751-88.6% |
| Participant deferral / active EE | $1,569 | $5,890-73.4% | $4,567-65.6% | $6,710-76.6% |
| Admin fee / account holder | $3,200 | $8,906-64.1% | $6,412-50.1% | $11,403-71.9% |