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 4-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 | $52,208 | $57,541-9.3% | $95,745-45.5% | $75,163-30.5% |
| Participation rate | 62.5% | 62.5%0pp | 72.3%-9.8pp | 67.2%-4.7pp |
| Annual return | 17.55% | 34.93%-17.4pp | 28.35%-10.8pp | 160.62%-143.1pp |
| Employer contribution / active EE | $1,664 | $1,808-8.0% | $2,835-41.3% | $2,670-37.7% |
| Participant deferral / active EE | $2,837 | $3,074-7.7% | $4,245-33.2% | $4,125-31.2% |
| Admin fee / account holder | $5,600 | $4,099+36.6% | $5,678-1.4% | $5,651-0.9% |