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 10-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 | $52,810 | $53,127-0.6% | $86,590-39.0% | $70,131-24.7% |
| Participation rate | 63.3% | 65.3%-2.0pp | 73.5%-10.2pp | 69.5%-6.2pp |
| Annual return | 25.74% | 27.66%-1.9pp | 964.84%-939.1pp | 73.14%-47.4pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $2,839-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $4,418 | $2,696+63.9% | $3,609+22.4% | $3,332+32.6% |
| Admin fee / account holder | $1,965 | $3,585-45.2% | $4,906-59.9% | $4,645-57.7% |