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 | $72,306 | $179,726-59.8% | $156,263-53.7% | $142,382-49.2% |
| Participation rate | 61.1% | 82.1%-21.0pp | 78.9%-17.8pp | 80.1%-19.0pp |
| Annual return | 14.55% | 77.86%-63.3pp | 59.47%-44.9pp | 217.08%-202.5pp |
| Employer contribution / active EE | $3,674 | $5,069-27.5% | $4,333-15.2% | $4,299-14.5% |
| Participant deferral / active EE | $3,481 | $6,956-50.0% | $6,158-43.5% | $6,507-46.5% |
| Admin fee / account holder | $806 | $17,272-95.3% | $14,255-94.3% | $12,624-93.6% |