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 3-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 | $72,015 | $53,127+35.6% | $86,590-16.8% | $70,131+2.7% |
| Participation rate | 43.2% | 65.3%-22.1pp | 73.5%-30.3pp | 69.5%-26.3pp |
| Annual return | 15.48% | 27.66%-12.2pp | 964.84%-949.4pp | 73.14%-57.7pp |
| Employer contribution / active EE | $883 | $2,068-57.3% | $2,839-68.9% | $2,342-62.3% |
| Participant deferral / active EE | $1,767 | $2,696-34.4% | $3,609-51.0% | $3,332-47.0% |
| Admin fee / account holder | $3,213 | $3,585-10.4% | $4,906-34.5% | $4,645-30.8% |