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 4-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 | $53,755 | $48,046+11.9% | $84,611-36.5% | $72,985-26.3% |
| Participation rate | 50.0% | 57.6%-7.6pp | 68.2%-18.2pp | 69.5%-19.5pp |
| Annual return | 22.61% | 37.38%-14.8pp | 258.74%-236.1pp | 81.00%-58.4pp |
| Employer contribution / active EE | $1,385 | $1,602-13.5% | $2,652-47.8% | $2,440-43.2% |
| Participant deferral / active EE | $4,804 | $2,680+79.2% | $3,899+23.2% | $3,607+33.2% |
| Admin fee / account holder | $4,184 | $3,395+23.3% | $4,912-14.8% | $5,124-18.3% |