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 | $75,546 | $89,753-15.8% | $107,525-29.7% | $84,808-10.9% |
| Participation rate | 40.6% | 68.1%-27.4pp | 75.1%-34.4pp | 68.3%-27.7pp |
| Annual return | 19.21% | 29.48%-10.3pp | 181.32%-162.1pp | 40.90%-21.7pp |
| Employer contribution / active EE | $952 | $3,113-69.4% | $3,754-74.6% | $2,631-63.8% |
| Participant deferral / active EE | $3,475 | $4,056-14.3% | $5,116-32.1% | $4,212-17.5% |
| Admin fee / account holder | $2,099 | $7,222-70.9% | $8,919-76.5% | $7,344-71.4% |