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 | $40,304 | $81,248-50.4% | $155,509-74.1% | $80,856-50.2% |
| Participation rate | 39.7% | 66.2%-26.5pp | 78.2%-38.5pp | 67.6%-27.9pp |
| Annual return | 12.34% | 33.31%-21.0pp | 64.67%-52.3pp | 35.59%-23.3pp |
| Employer contribution / active EE | $1,129 | $3,100-63.6% | $4,672-75.8% | $2,755-59.0% |
| Participant deferral / active EE | $1,003 | $3,452-70.9% | $5,626-82.2% | $4,296-76.6% |
| Admin fee / account holder | $780 | $7,997-90.2% | $15,912-95.1% | $6,918-88.7% |