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 | $49,212 | $106,890-54.0% | $84,015-41.4% | $152,861-67.8% |
| Participation rate | 45.5% | 75.2%-29.8pp | 69.0%-23.6pp | 82.4%-37.0pp |
| Annual return | 15.02% | 104.99%-90.0pp | 71.31%-56.3pp | 345.32%-330.3pp |
| Employer contribution / active EE | $441 | $2,734-83.9% | $1,983-77.8% | $4,762-90.7% |
| Participant deferral / active EE | $2,384 | $4,011-40.6% | $3,239-26.4% | $5,850-59.2% |
| Admin fee / account holder | $22,402 | $8,285+170.4% | $6,101+267.2% | $11,596+93.2% |