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 8-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 | $72,064 | $100,773-28.5% | $88,946-19.0% | $142,382-49.4% |
| Participation rate | 23.1% | 74.3%-51.2pp | 68.8%-45.8pp | 80.1%-57.0pp |
| Annual return | 18.40% | 70.18%-51.8pp | 57.82%-39.4pp | 217.08%-198.7pp |
| Employer contribution / active EE | $850 | $2,918-70.9% | $2,555-66.7% | $4,299-80.2% |
| Participant deferral / active EE | $1,742 | $5,230-66.7% | $4,581-62.0% | $6,507-73.2% |
| Admin fee / account holder | $1,055 | $9,693-89.1% | $8,261-87.2% | $12,624-91.6% |