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 8-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 | $25,751 | $72,277-64.4% | $101,248-74.6% | $79,858-67.8% |
| Participation rate | 65.7% | 68.5%-2.7pp | 75.8%-10.1pp | 69.6%-3.9pp |
| Annual return | 17.08% | 22.30%-5.2pp | 46.47%-29.4pp | 31.71%-14.6pp |
| Employer contribution / active EE | $1,506 | $2,692-44.1% | $3,660-58.9% | $2,471-39.1% |
| Participant deferral / active EE | $4,148 | $3,282+26.4% | $4,370-5.1% | $3,740+10.9% |
| Admin fee / account holder | $386 | $4,400-91.2% | $5,945-93.5% | $5,306-92.7% |