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 | $70,598 | $202,432-65.1% | $169,368-58.3% | $139,434-49.4% |
| Participation rate | 43.8% | 81.1%-37.3pp | 77.1%-33.4pp | 80.3%-36.6pp |
| Annual return | 21.66% | 531.74%-510.1pp | 405.60%-383.9pp | 372.94%-351.3pp |
| Employer contribution / active EE | $910 | $4,692-80.6% | $4,013-77.3% | $4,751-80.8% |
| Participant deferral / active EE | $1,427 | $6,938-79.4% | $6,221-77.1% | $6,710-78.7% |
| Admin fee / account holder | $615 | $10,708-94.3% | $9,003-93.2% | $11,403-94.6% |