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 9-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 | $76,677 | $106,515-28.0% | $96,683-20.7% | $139,434-45.0% |
| Participation rate | 40.0% | 77.8%-37.8pp | 74.3%-34.3pp | 80.3%-40.3pp |
| Annual return | 20.08% | 38.43%-18.3pp | 35.69%-15.6pp | 372.94%-352.9pp |
| Employer contribution / active EE | $901 | $4,103-78.0% | $3,737-75.9% | $4,751-81.0% |
| Participant deferral / active EE | $5,049 | $5,454-7.4% | $4,878+3.5% | $6,710-24.8% |
| Admin fee / account holder | $2,518 | $7,877-68.0% | $6,730-62.6% | $11,403-77.9% |