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 7-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 | $96,779 | $96,557+0.2% | $80,975+19.5% | $273,961-64.7% |
| Participation rate | 63.6% | 79.1%-15.4pp | 75.8%-12.2pp | 83.0%-19.4pp |
| Annual return | 7.48% | 15.14%-7.7pp | 17.10%-9.6pp | 41.45%-34.0pp |
| Employer contribution / active EE | $0 | $4,868-100.0% | $3,714-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $2,514 | $6,598-61.9% | $5,696-55.9% | $5,287-52.4% |
| Admin fee / account holder | $508 | $7,492-93.2% | $5,516-90.8% | $10,132-95.0% |