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 | $84,582 | $68,547+23.4% | $120,354-29.7% | $80,856+4.6% |
| Participation rate | 55.6% | 61.6%-6.0pp | 71.9%-16.4pp | 67.6%-12.1pp |
| Annual return | 12.31% | 23.60%-11.3pp | 107.15%-94.8pp | 35.59%-23.3pp |
| Employer contribution / active EE | $1,302 | $2,051-36.5% | $3,463-62.4% | $2,755-52.7% |
| Participant deferral / active EE | $3,073 | $3,173-3.2% | $4,991-38.4% | $4,296-28.5% |
| Admin fee / account holder | $4,985 | $5,732-13.0% | $9,423-47.1% | $6,918-27.9% |