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 5-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 | $90,429 | $140,940-35.8% | $112,229-19.4% | $139,434-35.1% |
| Participation rate | 31.3% | 79.2%-47.9pp | 72.4%-41.2pp | 80.3%-49.1pp |
| Annual return | 23.85% | 32.71%-8.9pp | 30.20%-6.3pp | 372.94%-349.1pp |
| Employer contribution / active EE | $1,151 | $4,283-73.1% | $3,430-66.5% | $4,751-75.8% |
| Participant deferral / active EE | $3,433 | $5,874-41.6% | $4,798-28.4% | $6,710-48.8% |
| Admin fee / account holder | $5,376 | $9,954-46.0% | $7,748-30.6% | $11,403-52.9% |