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 7-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 | $55,148 | $78,422-29.7% | $95,952-42.5% | $79,858-30.9% |
| Participation rate | 39.3% | 73.5%-34.1pp | 77.1%-37.7pp | 69.6%-30.3pp |
| Annual return | 14.36% | 19.37%-5.0pp | 91.61%-77.3pp | 31.71%-17.4pp |
| Employer contribution / active EE | $1,099 | $1,945-43.5% | $2,541-56.7% | $2,471-55.5% |
| Participant deferral / active EE | $2,312 | $3,440-32.8% | $4,167-44.5% | $3,740-38.2% |
| Admin fee / account holder | $4,199 | $5,622-25.3% | $6,795-38.2% | $5,306-20.9% |