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 | $35,683 | $72,277-50.6% | $101,248-64.8% | $79,858-55.3% |
| Participation rate | 55.0% | 68.5%-13.5pp | 75.8%-20.8pp | 69.6%-14.6pp |
| Annual return | 20.47% | 22.30%-1.8pp | 46.47%-26.0pp | 31.71%-11.2pp |
| Employer contribution / active EE | $1,527 | $2,692-43.3% | $3,660-58.3% | $2,471-38.2% |
| Participant deferral / active EE | $2,474 | $3,282-24.6% | $4,370-43.4% | $3,740-33.9% |
| Admin fee / account holder | $1,799 | $4,400-59.1% | $5,945-69.7% | $5,306-66.1% |