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 10-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 | $71,751 | $62,573+14.7% | $85,682-16.3% | $85,850-16.4% |
| Participation rate | 61.1% | 61.1%0pp | 69.9%-8.8pp | 69.3%-8.2pp |
| Annual return | 14.39% | 23.77%-9.4pp | 21.49%-7.1pp | 318.53%-304.1pp |
| Employer contribution / active EE | $0 | $1,757-100.0% | $2,618-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $3,564 | $2,802+27.2% | $3,923-9.1% | $3,952-9.8% |
| Admin fee / account holder | $9,386 | $4,640+102.3% | $6,873+36.6% | $6,260+49.9% |