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 9-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 | $80,052 | $74,927+6.8% | $101,794-21.4% | $84,808-5.6% |
| Participation rate | 16.2% | 61.4%-45.2pp | 69.2%-53.0pp | 68.3%-52.1pp |
| Annual return | 18.01% | 18.70%-0.7pp | 30.53%-12.5pp | 40.90%-22.9pp |
| Employer contribution / active EE | $514 | $1,522-66.3% | $2,289-77.6% | $2,631-80.5% |
| Participant deferral / active EE | $2,612 | $3,099-15.7% | $4,084-36.0% | $4,212-38.0% |
| Admin fee / account holder | $602 | $6,514-90.8% | $8,777-93.1% | $7,344-91.8% |