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 | $41,030 | $115,770-64.6% | $101,248-59.5% | $158,922-74.2% |
| Participation rate | 44.4% | 79.4%-34.9pp | 75.8%-31.4pp | 82.0%-37.5pp |
| Annual return | 15.69% | 56.14%-40.4pp | 46.47%-30.8pp | 302.83%-287.1pp |
| Employer contribution / active EE | $917 | $4,175-78.0% | $3,660-74.9% | $4,761-80.7% |
| Participant deferral / active EE | $2,343 | $4,957-52.7% | $4,370-46.4% | $5,982-60.8% |
| Admin fee / account holder | $678 | $7,245-90.6% | $5,945-88.6% | $11,246-94.0% |