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 | $93,939 | $78,422+19.8% | $95,952-2.1% | $79,858+17.6% |
| Participation rate | 61.8% | 73.5%-11.7pp | 77.1%-15.3pp | 69.6%-7.9pp |
| Annual return | 13.30% | 19.37%-6.1pp | 91.61%-78.3pp | 31.71%-18.4pp |
| Employer contribution / active EE | $1,092 | $1,945-43.8% | $2,541-57.0% | $2,471-55.8% |
| Participant deferral / active EE | $3,071 | $3,440-10.7% | $4,167-26.3% | $3,740-17.9% |
| Admin fee / account holder | $333 | $5,622-94.1% | $6,795-95.1% | $5,306-93.7% |