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 3-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 | $53,768 | $95,266-43.6% | $82,389-34.7% | $142,382-62.2% |
| Participation rate | 63.6% | 74.5%-10.8pp | 69.5%-5.9pp | 80.1%-16.5pp |
| Annual return | 19.24% | 25.74%-6.5pp | 28.67%-9.4pp | 217.08%-197.8pp |
| Employer contribution / active EE | $3,424 | $2,991+14.5% | $2,517+36.0% | $4,299-20.4% |
| Participant deferral / active EE | $10,861 | $4,809+125.9% | $4,155+161.4% | $6,507+66.9% |
| Admin fee / account holder | $1,205 | $8,563-85.9% | $7,231-83.3% | $12,624-90.5% |