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 | $88,284 | $159,602-44.7% | $150,045-41.2% | $142,382-38.0% |
| Participation rate | 56.5% | 84.0%-27.5pp | 82.3%-25.8pp | 80.1%-23.6pp |
| Annual return | 16.02% | 70.24%-54.2pp | 62.55%-46.5pp | 217.08%-201.1pp |
| Employer contribution / active EE | $1,548 | $4,961-68.8% | $4,693-67.0% | $4,299-64.0% |
| Participant deferral / active EE | $5,311 | $8,310-36.1% | $7,997-33.6% | $6,507-18.4% |
| Admin fee / account holder | $1,577 | $14,846-89.4% | $13,435-88.3% | $12,624-87.5% |