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 10-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 | $85,010 | $95,803-11.3% | $113,168-24.9% | $84,808+0.2% |
| Participation rate | 58.6% | 72.9%-14.2pp | 76.6%-17.9pp | 68.3%-9.7pp |
| Annual return | 20.51% | 25.00%-4.5pp | 24.27%-3.8pp | 40.90%-20.4pp |
| Employer contribution / active EE | $1,529 | $2,360-35.2% | $2,975-48.6% | $2,631-41.9% |
| Participant deferral / active EE | $5,937 | $4,242+40.0% | $5,107+16.3% | $4,212+41.0% |
| Admin fee / account holder | $9,383 | $8,989+4.4% | $12,068-22.2% | $7,344+27.8% |