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 | $59,473 | $148,978-60.1% | $200,582-70.4% | $84,808-29.9% |
| Participation rate | 47.8% | 84.2%-36.4pp | 86.9%-39.1pp | 68.3%-20.5pp |
| Annual return | 65.13% | 28.16%+37.0pp | 42.33%+22.8pp | 40.90%+24.2pp |
| Employer contribution / active EE | $0 | $4,815-100.0% | $6,419-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $4,383 | $7,142-38.6% | $9,331-53.0% | $4,212+4.1% |
| Admin fee / account holder | $1,847 | $13,977-86.8% | $16,305-88.7% | $7,344-74.9% |