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 4-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 | $45,206 | $117,983-61.7% | $101,794-55.6% | $142,382-68.3% |
| Participation rate | 62.5% | 74.2%-11.7pp | 69.2%-6.7pp | 80.1%-17.6pp |
| Annual return | 26.11% | 36.92%-10.8pp | 30.53%-4.4pp | 217.08%-191.0pp |
| Employer contribution / active EE | $953 | $2,773-65.6% | $2,289-58.4% | $4,299-77.8% |
| Participant deferral / active EE | $4,916 | $4,714+4.3% | $4,084+20.4% | $6,507-24.5% |
| Admin fee / account holder | $1,498 | $10,433-85.6% | $8,777-82.9% | $12,624-88.1% |