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 | $40,907 | $78,422-47.8% | $95,952-57.4% | $79,858-48.8% |
| Participation rate | 66.7% | 73.5%-6.8pp | 77.1%-10.4pp | 69.6%-3.0pp |
| Annual return | 17.28% | 19.37%-2.1pp | 91.61%-74.3pp | 31.71%-14.4pp |
| Employer contribution / active EE | $1,272 | $1,945-34.6% | $2,541-49.9% | $2,471-48.5% |
| Participant deferral / active EE | $4,105 | $3,440+19.3% | $4,167-1.5% | $3,740+9.7% |
| Admin fee / account holder | $2,667 | $5,622-52.6% | $6,795-60.8% | $5,306-49.7% |