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 | $51,699 | $138,347-62.6% | $184,203-71.9% | $80,856-36.1% |
| Participation rate | 53.6% | 83.9%-30.3pp | 86.8%-33.2pp | 67.6%-14.1pp |
| Annual return | 22.24% | 20.02%+2.2pp | 28.81%-6.6pp | 35.59%-13.4pp |
| Employer contribution / active EE | $2,745 | $4,850-43.4% | $6,427-57.3% | $2,755-0.4% |
| Participant deferral / active EE | $4,236 | $7,071-40.1% | $9,131-53.6% | $4,296-1.4% |
| Admin fee / account holder | $11,426 | $10,483+9.0% | $13,901-17.8% | $6,918+65.2% |