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 | $43,264 | $81,248-46.8% | $155,509-72.2% | $80,856-46.5% |
| Participation rate | 64.0% | 66.2%-2.2pp | 78.2%-14.2pp | 67.6%-3.6pp |
| Annual return | 14.10% | 33.31%-19.2pp | 64.67%-50.6pp | 35.59%-21.5pp |
| Employer contribution / active EE | $5,699 | $3,100+83.8% | $4,672+22.0% | $2,755+106.9% |
| Participant deferral / active EE | $2,849 | $3,452-17.4% | $5,626-49.4% | $4,296-33.7% |
| Admin fee / account holder | $6,770 | $7,997-15.3% | $15,912-57.5% | $6,918-2.1% |