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 | $48,879 | $176,056-72.2% | $159,436-69.3% | $167,490-70.8% |
| Participation rate | 57.9% | 84.9%-27.0pp | 82.8%-24.9pp | 82.1%-24.2pp |
| Annual return | 10.19% | 331.75%-321.6pp | 263.57%-253.4pp | 478.56%-468.4pp |
| Employer contribution / active EE | $2,112 | $5,297-60.1% | $4,829-56.3% | $4,837-56.3% |
| Participant deferral / active EE | $4,312 | $7,750-44.4% | $7,352-41.4% | $6,341-32.0% |
| Admin fee / account holder | $6,347 | $12,554-49.4% | $10,799-41.2% | $12,309-48.4% |