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 9-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 | $32,006 | $77,899-58.9% | $149,673-78.6% | $75,163-57.4% |
| Participation rate | 57.8% | 65.6%-7.8pp | 78.8%-21.0pp | 67.2%-9.4pp |
| Annual return | 16.31% | 31.72%-15.4pp | 134.42%-118.1pp | 160.62%-144.3pp |
| Employer contribution / active EE | $866 | $3,137-72.4% | $4,818-82.0% | $2,670-67.6% |
| Participant deferral / active EE | $1,877 | $3,411-45.0% | $5,680-67.0% | $4,125-54.5% |
| Admin fee / account holder | $2,872 | $5,956-51.8% | $13,210-78.3% | $5,651-49.2% |