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 7-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 | $68,713 | $109,881-37.5% | $150,045-54.2% | $84,808-19.0% |
| Participation rate | 51.2% | 76.1%-24.8pp | 82.3%-31.1pp | 68.3%-17.1pp |
| Annual return | 32.37% | 28.25%+4.1pp | 62.55%-30.2pp | 40.90%-8.5pp |
| Employer contribution / active EE | $1,625 | $3,561-54.4% | $4,693-65.4% | $2,631-38.2% |
| Participant deferral / active EE | $3,014 | $6,636-54.6% | $7,997-62.3% | $4,212-28.4% |
| Admin fee / account holder | $6,203 | $8,568-27.6% | $13,435-53.8% | $7,344-15.5% |