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 | $116,256 | $177,572-34.5% | $154,803-24.9% | $142,382-18.3% |
| Participation rate | 50.0% | 82.1%-32.1pp | 78.1%-28.1pp | 80.1%-30.1pp |
| Annual return | 23.47% | 65.07%-41.6pp | 58.88%-35.4pp | 217.08%-193.6pp |
| Employer contribution / active EE | $2,051 | $4,810-57.4% | $4,305-52.4% | $4,299-52.3% |
| Participant deferral / active EE | $5,835 | $6,272-7.0% | $5,540+5.3% | $6,507-10.3% |
| Admin fee / account holder | $920 | $16,786-94.5% | $14,329-93.6% | $12,624-92.7% |