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 | $56,411 | $109,359-48.4% | $162,163-65.2% | $72,985-22.7% |
| Participation rate | 51.0% | 84.3%-33.3pp | 87.6%-36.6pp | 69.5%-18.5pp |
| Annual return | 23.90% | 25.46%-1.6pp | 115.59%-91.7pp | 81.00%-57.1pp |
| Employer contribution / active EE | $0 | $3,907-100.0% | $5,614-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $5,900 | $5,481+7.6% | $7,298-19.2% | $3,607+63.6% |
| Admin fee / account holder | $12,418 | $7,972+55.8% | $10,843+14.5% | $5,124+142.3% |