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 | $41,985 | $57,016-26.4% | $84,966-50.6% | $80,856-48.1% |
| Participation rate | 61.3% | 56.3%+4.9pp | 67.5%-6.2pp | 67.6%-6.3pp |
| Annual return | 16.27% | 21.66%-5.4pp | 66.38%-50.1pp | 35.59%-19.3pp |
| Employer contribution / active EE | $1,498 | $1,798-16.7% | $2,727-45.1% | $2,755-45.6% |
| Participant deferral / active EE | $4,347 | $3,110+39.8% | $4,519-3.8% | $4,296+1.2% |
| Admin fee / account holder | $396 | $4,980-92.0% | $6,149-93.6% | $6,918-94.3% |