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 7-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 | $56,498 | $60,022-5.9% | $88,946-36.5% | $84,808-33.4% |
| Participation rate | 44.4% | 57.8%-13.4pp | 68.8%-24.4pp | 68.3%-23.9pp |
| Annual return | 13.89% | 22.43%-8.5pp | 57.82%-43.9pp | 40.90%-27.0pp |
| Employer contribution / active EE | $3,028 | $1,703+77.8% | $2,555+18.5% | $2,631+15.1% |
| Participant deferral / active EE | $6,534 | $3,114+109.8% | $4,581+42.6% | $4,212+55.1% |
| Admin fee / account holder | $2,976 | $4,811-38.2% | $8,261-64.0% | $7,344-59.5% |