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 | $77,153 | $106,515-27.6% | $96,683-20.2% | $139,434-44.7% |
| Participation rate | 53.3% | 77.8%-24.5pp | 74.3%-21.0pp | 80.3%-27.0pp |
| Annual return | 17.39% | 38.43%-21.0pp | 35.69%-18.3pp | 372.94%-355.5pp |
| Employer contribution / active EE | $2,880 | $4,103-29.8% | $3,737-22.9% | $4,751-39.4% |
| Participant deferral / active EE | $3,812 | $5,454-30.1% | $4,878-21.9% | $6,710-43.2% |
| Admin fee / account holder | $1,740 | $7,877-77.9% | $6,730-74.1% | $11,403-84.7% |