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 6-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 | $62,676 | $228,332-72.6% | $185,823-66.3% | $158,922-60.6% |
| Participation rate | 29.4% | 82.3%-52.9pp | 78.0%-48.6pp | 82.0%-52.5pp |
| Annual return | 40.48% | 40.80%-0.3pp | 35.95%+4.5pp | 302.83%-262.3pp |
| Employer contribution / active EE | $5,034 | $4,967+1.4% | $4,087+23.2% | $4,761+5.7% |
| Participant deferral / active EE | $3,828 | $6,415-40.3% | $5,632-32.0% | $5,982-36.0% |
| Admin fee / account holder | $566 | $11,864-95.2% | $9,500-94.0% | $11,246-95.0% |