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 | $52,369 | $177,572-70.5% | $154,803-66.2% | $142,382-63.2% |
| Participation rate | 66.7% | 82.1%-15.4pp | 78.1%-11.4pp | 80.1%-13.5pp |
| Annual return | 25.85% | 65.07%-39.2pp | 58.88%-33.0pp | 217.08%-191.2pp |
| Employer contribution / active EE | $2,762 | $4,810-42.6% | $4,305-35.9% | $4,299-35.8% |
| Participant deferral / active EE | $9,376 | $6,272+49.5% | $5,540+69.2% | $6,507+44.1% |
| Admin fee / account holder | $943 | $16,786-94.4% | $14,329-93.4% | $12,624-92.5% |