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 9-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 | $77,519 | $89,753-13.6% | $107,525-27.9% | $84,808-8.6% |
| Participation rate | 29.6% | 68.1%-38.4pp | 75.1%-45.4pp | 68.3%-38.7pp |
| Annual return | 17.34% | 29.48%-12.1pp | 181.32%-164.0pp | 40.90%-23.6pp |
| Employer contribution / active EE | $1,080 | $3,113-65.3% | $3,754-71.2% | $2,631-58.9% |
| Participant deferral / active EE | $2,000 | $4,056-50.7% | $5,116-60.9% | $4,212-52.5% |
| Admin fee / account holder | $1,746 | $7,222-75.8% | $8,919-80.4% | $7,344-76.2% |