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 9-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 | $63,047 | $49,227+28.1% | $70,449-10.5% | $79,858-21.1% |
| Participation rate | 11.7% | 69.2%-57.5pp | 75.1%-63.4pp | 69.6%-57.9pp |
| Annual return | 10.29% | 30.06%-19.8pp | 109.03%-98.7pp | 31.71%-21.4pp |
| Employer contribution / active EE | $783 | $2,099-62.7% | $2,737-71.4% | $2,471-68.3% |
| Participant deferral / active EE | $930 | $2,768-66.4% | $3,709-74.9% | $3,740-75.1% |
| Admin fee / account holder | $732 | $2,878-74.6% | $3,845-81.0% | $5,306-86.2% |