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 6-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 | $36,687 | $93,571-60.8% | $135,903-73.0% | $75,163-51.2% |
| Participation rate | 65.4% | 75.2%-9.8pp | 81.9%-16.5pp | 67.2%-1.8pp |
| Annual return | 16.37% | 30.90%-14.5pp | 68.23%-51.9pp | 160.62%-144.3pp |
| Employer contribution / active EE | $1,938 | $3,537-45.2% | $4,856-60.1% | $2,670-27.4% |
| Participant deferral / active EE | $3,636 | $6,404-43.2% | $7,758-53.1% | $4,125-11.9% |
| Admin fee / account holder | $3,107 | $6,975-55.5% | $10,762-71.1% | $5,651-45.0% |