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 | $127,218 | $109,413+16.3% | $156,263-18.6% | $84,808+50.0% |
| Participation rate | 50.0% | 72.7%-22.7pp | 78.9%-28.9pp | 68.3%-18.3pp |
| Annual return | 16.17% | 20.18%-4.0pp | 59.47%-43.3pp | 40.90%-24.7pp |
| Employer contribution / active EE | $2,112 | $2,907-27.4% | $4,333-51.3% | $2,631-19.7% |
| Participant deferral / active EE | $2,281 | $4,590-50.3% | $6,158-63.0% | $4,212-45.8% |
| Admin fee / account holder | $11,589 | $9,357+23.9% | $14,255-18.7% | $7,344+57.8% |