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 | $222,653 | $177,572+25.4% | $154,803+43.8% | $142,382+56.4% |
| Participation rate | 44.4% | 82.1%-37.6pp | 78.1%-33.6pp | 80.1%-35.7pp |
| Annual return | 12.78% | 65.07%-52.3pp | 58.88%-46.1pp | 217.08%-204.3pp |
| Employer contribution / active EE | $944 | $4,810-80.4% | $4,305-78.1% | $4,299-78.0% |
| Participant deferral / active EE | $3,032 | $6,272-51.6% | $5,540-45.3% | $6,507-53.4% |
| Admin fee / account holder | $429 | $16,786-97.4% | $14,329-97.0% | $12,624-96.6% |