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 | $43,178 | $100,923-57.2% | $150,045-71.2% | $74,304-41.9% |
| Participation rate | 47.6% | 70.1%-22.5pp | 82.3%-34.7pp | 60.3%-12.8pp |
| Annual return | 16.59% | 51.77%-35.2pp | 62.55%-46.0pp | 29.43%-12.8pp |
| Employer contribution / active EE | $1,205 | $3,463-65.2% | $4,693-74.3% | $2,241-46.2% |
| Participant deferral / active EE | $3,238 | $6,709-51.7% | $7,997-59.5% | $3,767-14.0% |
| Admin fee / account holder | $11,754 | $2,767+324.8% | $13,435-12.5% | $2,969+295.9% |