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 3-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 | $51,809 | $177,572-70.8% | $154,803-66.5% | $142,382-63.6% |
| Participation rate | 54.5% | 82.1%-27.5pp | 78.1%-23.5pp | 80.1%-25.6pp |
| Annual return | 23.22% | 65.07%-41.9pp | 58.88%-35.7pp | 217.08%-193.9pp |
| Employer contribution / active EE | $2,590 | $4,810-46.2% | $4,305-39.9% | $4,299-39.8% |
| Participant deferral / active EE | $5,617 | $6,272-10.4% | $5,540+1.4% | $6,507-13.7% |
| Admin fee / account holder | $3,147 | $16,786-81.3% | $14,329-78.0% | $12,624-75.1% |