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 5-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 | $230,974 | $109,413+111.1% | $156,263+47.8% | $84,808+172.4% |
| Participation rate | 46.3% | 72.7%-26.4pp | 78.9%-32.6pp | 68.3%-22.0pp |
| Annual return | 13.22% | 20.18%-7.0pp | 59.47%-46.3pp | 40.90%-27.7pp |
| Employer contribution / active EE | $0 | $2,907-100.0% | $4,333-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $4,289 | $4,590-6.5% | $6,158-30.4% | $4,212+1.8% |
| Admin fee / account holder | $20,659 | $9,357+120.8% | $14,255+44.9% | $7,344+181.3% |