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 | $57,689 | $95,266-39.4% | $82,389-30.0% | $142,382-59.5% |
| Participation rate | 50.0% | 74.5%-24.5pp | 69.5%-19.5pp | 80.1%-30.1pp |
| Annual return | 27.39% | 25.74%+1.7pp | 28.67%-1.3pp | 217.08%-189.7pp |
| Employer contribution / active EE | $2,349 | $2,991-21.5% | $2,517-6.7% | $4,299-45.4% |
| Participant deferral / active EE | $3,450 | $4,809-28.3% | $4,155-17.0% | $6,507-47.0% |
| Admin fee / account holder | $12,874 | $8,563+50.3% | $7,231+78.0% | $12,624+2.0% |