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 | $75,172 | $175,202-57.1% | $149,673-49.8% | $139,434-46.1% |
| Participation rate | 57.9% | 83.4%-25.5pp | 78.8%-20.9pp | 80.3%-22.4pp |
| Annual return | 12.75% | 166.71%-154.0pp | 134.42%-121.7pp | 372.94%-360.2pp |
| Employer contribution / active EE | $1,104 | $5,474-79.8% | $4,818-77.1% | $4,751-76.8% |
| Participant deferral / active EE | $2,207 | $6,519-66.1% | $5,680-61.1% | $6,710-67.1% |
| Admin fee / account holder | $1,764 | $16,150-89.1% | $13,210-86.6% | $11,403-84.5% |