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 | $96,622 | $60,892+58.7% | $82,389+17.3% | $84,808+13.9% |
| Participation rate | 55.2% | 63.3%-8.1pp | 69.5%-14.4pp | 68.3%-13.1pp |
| Annual return | 22.24% | 37.29%-15.1pp | 28.67%-6.4pp | 40.90%-18.7pp |
| Employer contribution / active EE | $2,284 | $1,779+28.4% | $2,517-9.3% | $2,631-13.2% |
| Participant deferral / active EE | $4,782 | $3,179+50.4% | $4,155+15.1% | $4,212+13.5% |
| Admin fee / account holder | $16,909 | $5,467+209.3% | $7,231+133.8% | $7,344+130.2% |