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 | $43,292 | $78,926-45.1% | $136,749-68.3% | $84,808-49.0% |
| Participation rate | 50.0% | 62.2%-12.2pp | 72.1%-22.1pp | 68.3%-18.3pp |
| Annual return | 32.04% | 18.17%+13.9pp | 24.33%+7.7pp | 40.90%-8.9pp |
| Employer contribution / active EE | $1,820 | $2,134-14.7% | $3,400-46.5% | $2,631-30.8% |
| Participant deferral / active EE | $4,089 | $3,168+29.1% | $4,692-12.8% | $4,212-2.9% |
| Admin fee / account holder | $34,629 | $6,369+443.7% | $11,386+204.1% | $7,344+371.5% |