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 3-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 | $65,471 | $55,371+18.2% | $95,585-31.5% | $74,304-11.9% |
| Participation rate | 47.5% | 53.8%-6.3pp | 72.1%-24.6pp | 60.3%-12.8pp |
| Annual return | 17.19% | 24.26%-7.1pp | 38.56%-21.4pp | 29.43%-12.2pp |
| Employer contribution / active EE | $1,098 | $1,437-23.6% | $2,527-56.5% | $2,241-51.0% |
| Participant deferral / active EE | $2,032 | $2,955-31.3% | $4,023-49.5% | $3,767-46.1% |
| Admin fee / account holder | $1,134 | $2,620-56.7% | $6,127-81.5% | $2,969-61.8% |