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 6-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 | $63,088 | $60,022+5.1% | $88,946-29.1% | $84,808-25.6% |
| Participation rate | 65.3% | 57.8%+7.5pp | 68.8%-3.5pp | 68.3%-3.0pp |
| Annual return | 20.87% | 22.43%-1.6pp | 57.82%-37.0pp | 40.90%-20.0pp |
| Employer contribution / active EE | $1,903 | $1,703+11.7% | $2,555-25.5% | $2,631-27.7% |
| Participant deferral / active EE | $4,125 | $3,114+32.5% | $4,581-10.0% | $4,212-2.1% |
| Admin fee / account holder | $898 | $4,811-81.3% | $8,261-89.1% | $7,344-87.8% |