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 5-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 | $59,239 | $127,065-53.4% | $113,168-47.7% | $142,382-58.4% |
| Participation rate | 43.8% | 79.2%-35.5pp | 76.6%-32.8pp | 80.1%-36.4pp |
| Annual return | 18.48% | 24.03%-5.5pp | 24.27%-5.8pp | 217.08%-198.6pp |
| Employer contribution / active EE | $1,227 | $3,442-64.3% | $2,975-58.7% | $4,299-71.5% |
| Participant deferral / active EE | $4,784 | $5,716-16.3% | $5,107-6.3% | $6,507-26.5% |
| Admin fee / account holder | $2,922 | $15,736-81.4% | $12,068-75.8% | $12,624-76.9% |