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 4-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 | $104,195 | $94,625+10.1% | $116,228-10.4% | $84,808+22.9% |
| Participation rate | 42.9% | 70.4%-27.6pp | 74.6%-31.7pp | 68.3%-25.5pp |
| Annual return | 16.18% | 20.40%-4.2pp | 90.06%-73.9pp | 40.90%-24.7pp |
| Employer contribution / active EE | $1,548 | $2,347-34.0% | $2,994-48.3% | $2,631-41.2% |
| Participant deferral / active EE | $1,921 | $3,972-51.6% | $4,953-61.2% | $4,212-54.4% |
| Admin fee / account holder | $1,019 | $10,091-89.9% | $11,989-91.5% | $7,344-86.1% |