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 8-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 | $33,218 | $78,672-57.8% | $109,143-69.6% | $85,850-61.3% |
| Participation rate | 47.4% | 68.3%-20.9pp | 75.9%-28.5pp | 69.3%-21.9pp |
| Annual return | 16.22% | 25.09%-8.9pp | 25.75%-9.5pp | 318.53%-302.3pp |
| Employer contribution / active EE | $1,825 | $2,735-33.2% | $3,722-51.0% | $2,565-28.8% |
| Participant deferral / active EE | $3,497 | $3,467+0.8% | $4,653-24.9% | $3,952-11.5% |
| Admin fee / account holder | $1,667 | $5,469-69.5% | $6,752-75.3% | $6,260-73.4% |