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 6-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 | $151,795 | $78,926+92.3% | $136,749+11.0% | $84,808+79.0% |
| Participation rate | 48.9% | 62.2%-13.3pp | 72.1%-23.3pp | 68.3%-19.4pp |
| Annual return | 14.02% | 18.17%-4.1pp | 24.33%-10.3pp | 40.90%-26.9pp |
| Employer contribution / active EE | $2,139 | $2,134+0.2% | $3,400-37.1% | $2,631-18.7% |
| Participant deferral / active EE | $4,631 | $3,168+46.2% | $4,692-1.3% | $4,212+9.9% |
| Admin fee / account holder | $42,663 | $6,369+569.8% | $11,386+274.7% | $7,344+480.9% |