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 | $48,850 | $157,256-68.9% | $141,162-65.4% | $152,861-68.0% |
| Participation rate | 42.9% | 84.8%-42.0pp | 82.5%-39.6pp | 82.4%-39.6pp |
| Annual return | 30.88% | 64.32%-33.4pp | 71.39%-40.5pp | 345.32%-314.4pp |
| Employer contribution / active EE | $2,787 | $5,261-47.0% | $4,735-41.1% | $4,762-41.5% |
| Participant deferral / active EE | $6,243 | $7,109-12.2% | $6,709-6.9% | $5,850+6.7% |
| Admin fee / account holder | $735 | $12,120-93.9% | $10,261-92.8% | $11,596-93.7% |