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 5-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 | $73,888 | $90,348-18.2% | $75,972-2.7% | $145,922-49.4% |
| Participation rate | 28.6% | 74.5%-45.9pp | 69.1%-40.5pp | 80.3%-51.7pp |
| Annual return | 8.90% | 620.88%-612.0pp | 359.55%-350.7pp | 561.29%-552.4pp |
| Employer contribution / active EE | $697 | $3,311-79.0% | $2,685-74.0% | $4,660-85.0% |
| Participant deferral / active EE | $3,964 | $5,162-23.2% | $4,255-6.8% | $6,688-40.7% |
| Admin fee / account holder | $8,379 | $8,467-1.0% | $6,467+29.6% | $13,397-37.5% |