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 | $58,991 | $51,045+15.6% | $70,515-16.3% | $71,457-17.4% |
| Participation rate | 31.8% | 59.4%-27.6pp | 68.3%-36.5pp | 67.9%-36.1pp |
| Annual return | 14.43% | 42.63%-28.2pp | 32.77%-18.3pp | 28.85%-14.4pp |
| Employer contribution / active EE | $1,109 | $1,790-38.1% | $2,973-62.7% | $2,588-57.1% |
| Participant deferral / active EE | $2,938 | $3,026-2.9% | $4,567-35.7% | $4,289-31.5% |
| Admin fee / account holder | $2,862 | $1,994+43.6% | $6,412-55.4% | $1,587+80.3% |