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 8-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 | $68,016 | $64,480+5.5% | $81,382-16.4% | $80,856-15.9% |
| Participation rate | 25.0% | 63.9%-38.9pp | 69.5%-44.5pp | 67.6%-42.6pp |
| Annual return | 11.37% | 16.34%-5.0pp | 24.73%-13.4pp | 35.59%-24.2pp |
| Employer contribution / active EE | $439 | $1,978-77.8% | $2,463-82.2% | $2,755-84.1% |
| Participant deferral / active EE | $2,125 | $3,094-31.3% | $3,883-45.3% | $4,296-50.5% |
| Admin fee / account holder | $763 | $5,671-86.5% | $5,768-86.8% | $6,918-89.0% |