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 7-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 | $95,807 | $114,381-16.2% | $107,525-10.9% | $142,382-32.7% |
| Participation rate | 43.8% | 78.1%-34.4pp | 75.1%-31.3pp | 80.1%-36.4pp |
| Annual return | 19.43% | 242.71%-223.3pp | 181.32%-161.9pp | 217.08%-197.6pp |
| Employer contribution / active EE | $869 | $4,015-78.3% | $3,754-76.8% | $4,299-79.8% |
| Participant deferral / active EE | $3,813 | $5,564-31.5% | $5,116-25.5% | $6,507-41.4% |
| Admin fee / account holder | $5,089 | $9,860-48.4% | $8,919-42.9% | $12,624-59.7% |