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 7-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 | $52,501 | $68,547-23.4% | $120,354-56.4% | $80,856-35.1% |
| Participation rate | 60.7% | 61.6%-0.9pp | 71.9%-11.2pp | 67.6%-6.9pp |
| Annual return | 10.81% | 23.60%-12.8pp | 107.15%-96.3pp | 35.59%-24.8pp |
| Employer contribution / active EE | $1,649 | $2,051-19.6% | $3,463-52.4% | $2,755-40.2% |
| Participant deferral / active EE | $3,887 | $3,173+22.5% | $4,991-22.1% | $4,296-9.5% |
| Admin fee / account holder | $2,135 | $5,732-62.8% | $9,423-77.3% | $6,918-69.1% |